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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 | $775,702 | $83,023+834.3% | $102,437+657.2% | $77,762+897.5% |
| Participation rate | 97.2% | 71.5%+25.6pp | 74.5%+22.7pp | 70.6%+26.6pp |
| Annual return | 4.07% | 19.12%-15.0pp | 24.95%-20.9pp | 31.27%-27.2pp |
| Employer contribution / active EE | $12,631 | $3,552+255.5% | $3,871+226.3% | $2,728+363.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |