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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 | $88,186+1243.7% | $165,071+617.9% | $74,459+1491.4% |
| Participation rate | 98.3% | 73.1%+25.1pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 6.81% | 17.13%-10.3pp | 70.17%-63.4pp | 1369.70%-1362.9pp |
| Employer contribution / active EE | $820 | $2,600-68.5% | $4,347-81.1% | $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 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |