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 | $92,186+468.5% | $105,624+396.2% | $77,762+574.0% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 3.81% | 17.83%-14.0pp | 116.20%-112.4pp | 31.27%-27.5pp |
| Employer contribution / active EE | $20,599 | $3,376+510.2% | $3,168+550.3% | $2,728+655.1% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-99.9% | $10,961-100.0% | $433-99.9% |