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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 | $385,264 | $56,047+587.4% | $98,716+290.3% | $79,634+383.8% |
| Participation rate | 98.7% | 54.6%+44.1pp | 69.3%+29.4pp | 62.5%+36.2pp |
| Annual return | 10.39% | 17.58%-7.2pp | 31.81%-21.4pp | 36.46%-26.1pp |
| Employer contribution / active EE | $20,371 | $1,237+1546.7% | $2,279+794.0% | $2,529+705.4% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,512-100.0% | $8,703-100.0% | $1,002-100.0% |