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 | $2,492,919 | $73,404+3296.2% | $87,102+2762.1% | $67,584+3588.6% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 4.52% | 48.29%-43.8pp | 28.19%-23.7pp | 378.59%-374.1pp |
| Employer contribution / active EE | $22,472 | $2,014+1015.9% | $2,521+791.2% | $2,148+946.2% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |