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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 | $1,184,975 | $88,137+1244.5% | $164,975+618.3% | $74,429+1492.1% |
| Participation rate | 98.3% | 73.1%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 6.81% | 17.13%-10.3pp | 70.12%-63.3pp | 1368.38%-1361.6pp |
| Employer contribution / active EE | $820 | $2,597-68.4% | $4,343-81.1% | $2,625-68.8% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |