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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 | $1,881,178 | $136,307+1280.1% | $177,840+957.8% | $73,493+2459.7% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.8pp |
| Annual return | 6.17% | 18.68%-12.5pp | 48.32%-42.2pp | 28.51%-22.3pp |
| Employer contribution / active EE | $34,054 | $3,712+817.4% | $5,919+475.4% | $2,270+1400.1% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $12,431-100.0% | $513-100.0% |