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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 | $424,490 | $52,580+707.3% | $71,671+492.3% | $70,126+505.3% |
| Participation rate | 98.6% | 60.9%+37.7pp | 68.7%+29.8pp | 69.5%+29.0pp |
| Annual return | 6.95% | 20.25%-13.3pp | 20.65%-13.7pp | 73.15%-66.2pp |
| Employer contribution / active EE | $30,762 | $1,616+1803.9% | $2,460+1150.6% | $2,343+1213.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |