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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 | $749,679 | $130,795+473.2% | $173,730+331.5% | $64,728+1058.2% |
| Participation rate | 99.2% | 69.9%+29.3pp | 79.6%+19.6pp | 57.9%+41.3pp |
| Annual return | 5.56% | 13.01%-7.4pp | 19.96%-14.4pp | 49.38%-43.8pp |
| Employer contribution / active EE | $4,973 | $2,914+70.6% | $4,577+8.6% | $2,243+121.7% |
| Participant deferral / active EE | $0 | $3,477-100.0% | $6,326-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $1,356-100.0% | $17,523-100.0% | $1,145-100.0% |