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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 | $731,921 | $84,784+763.3% | $98,462+643.4% | $74,478+882.7% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 1.52% | 20.59%-19.1pp | 21.20%-19.7pp | 34.37%-32.8pp |
| Employer contribution / active EE | $7,782 | $3,364+131.3% | $3,049+155.2% | $2,637+195.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |