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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 | $92,121+468.9% | $105,591+396.4% | $77,692+574.6% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 3.81% | 17.84%-14.0pp | 116.43%-112.6pp | 31.25%-27.4pp |
| Employer contribution / active EE | $20,599 | $3,370+511.2% | $3,166+550.6% | $2,726+655.6% |
| Participant deferral / active EE | $0 | $5,388-100.0% | $5,008-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-99.9% | $11,024-100.0% | $431-99.9% |