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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 | $410,890 | $76,669+435.9% | $96,496+325.8% | $71,476+474.9% |
| Participation rate | 99.3% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 8.05% | 48.29%-40.2pp | 35.70%-27.7pp | 28.85%-20.8pp |
| Employer contribution / active EE | $2,011 | $3,031-33.6% | $3,738-46.2% | $2,589-22.3% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,731-100.0% | $1,587-100.0% |