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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 | $1,090,248 | $80,731+1250.5% | $103,378+954.6% | $74,400+1365.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.42% | 27.56%-17.1pp | 24.91%-14.5pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $6,385 | $3,159+102.1% | $3,870+65.0% | $2,624+143.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $2,369-99.9% | $8,401-100.0% | $1,944-99.9% |