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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 | $990,736 | $89,067+1012.4% | $102,423+867.3% | $77,714+1174.8% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | -0.82% | 25.01%-25.8pp | 29.42%-30.2pp | 31.26%-32.1pp |
| Employer contribution / active EE | $26,614 | $2,699+885.9% | $3,023+780.4% | $2,727+876.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |