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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 | $546,424 | $83,023+558.2% | $102,437+433.4% | $77,762+602.7% |
| Participation rate | 96.5% | 71.5%+24.9pp | 74.5%+21.9pp | 70.6%+25.9pp |
| Annual return | 0.42% | 19.12%-18.7pp | 24.95%-24.5pp | 31.27%-30.8pp |
| Employer contribution / active EE | $14,192 | $3,552+299.5% | $3,871+266.7% | $2,728+420.2% |
| 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% |