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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,815 | $78,275+277.9% | $109,173+171.0% | $86,821+240.7% |
| Participation rate | 97.6% | 73.8%+23.7pp | 75.9%+21.7pp | 72.3%+25.3pp |
| Annual return | 5.46% | 19.14%-13.7pp | 25.75%-20.3pp | 97.94%-92.5pp |
| Employer contribution / active EE | $22,153 | $3,105+613.5% | $3,723+495.0% | $2,406+820.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |