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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 | $82,980+558.5% | $103,378+428.6% | $77,692+603.3% |
| Participation rate | 96.5% | 71.5%+24.9pp | 74.5%+21.9pp | 70.6%+25.9pp |
| Annual return | 0.42% | 19.11%-18.7pp | 24.91%-24.5pp | 31.25%-30.8pp |
| Employer contribution / active EE | $14,192 | $3,554+299.3% | $3,870+266.7% | $2,726+420.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,401-100.0% | $431-100.0% |