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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 | $76,696+435.7% | $96,538+325.6% | $71,529+474.4% |
| Participation rate | 99.3% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 8.05% | 48.32%-40.3pp | 35.74%-27.7pp | 28.97%-20.9pp |
| Employer contribution / active EE | $2,011 | $3,032-33.6% | $3,740-46.2% | $2,590-22.3% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |