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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 | $51,283+785.1% | $95,759+374.0% | $71,529+534.6% |
| Participation rate | 95.8% | 63.1%+32.7pp | 72.3%+23.5pp | 67.9%+27.8pp |
| Annual return | 2.74% | 25.25%-22.5pp | 28.42%-25.7pp | 28.97%-26.2pp |
| Employer contribution / active EE | $9,650 | $1,817+431.0% | $2,836+240.2% | $2,590+272.6% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,678-100.0% | $1,588-100.0% |