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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 | $453,895 | $51,315+784.5% | $95,733+374.1% | $71,476+535.0% |
| Participation rate | 95.8% | 63.0%+32.7pp | 72.3%+23.5pp | 67.9%+27.8pp |
| Annual return | 2.74% | 25.26%-22.5pp | 28.37%-25.6pp | 28.85%-26.1pp |
| Employer contribution / active EE | $9,650 | $1,819+430.5% | $2,835+240.4% | $2,589+272.8% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,244-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $1,137-100.0% | $5,673-100.0% | $1,587-100.0% |