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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 | $370,366 | $69,733+431.1% | $161,596+129.2% | $69,733+431.1% |
| Participation rate | 99.6% | 62.5%+37.1pp | 80.7%+18.9pp | 62.5%+37.1pp |
| Annual return | 2.85% | 15.22%-12.4pp | 389.92%-387.1pp | 15.22%-12.4pp |
| Employer contribution / active EE | $3,956 | $2,250+75.8% | $3,977-0.5% | $2,250+75.8% |
| Participant deferral / active EE | $0 | $3,054-100.0% | $6,750-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $13,161-100.0% | $3,102-100.0% |