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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 | $88,203+1243.5% | $165,100+617.7% | $74,478+1491.0% |
| Participation rate | 98.3% | 73.1%+25.1pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 6.81% | 17.13%-10.3pp | 70.21%-63.4pp | 1370.56%-1363.8pp |
| Employer contribution / active EE | $820 | $2,601-68.5% | $4,348-81.1% | $2,626-68.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |