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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 | $524,100 | $92,076+469.2% | $105,608+396.3% | $77,714+574.4% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 3.81% | 17.84%-14.0pp | 116.50%-112.7pp | 31.26%-27.4pp |
| Employer contribution / active EE | $20,599 | $3,370+511.2% | $3,167+550.4% | $2,727+655.4% |
| Participant deferral / active EE | $0 | $5,390-100.0% | $5,010-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $219-99.9% | $11,028-100.0% | $433-99.9% |