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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 | $84,685+337.3% | $142,942+159.1% | $67,986+444.8% |
| Participation rate | 99.6% | 61.4%+38.2pp | 76.8%+22.8pp | 57.2%+42.4pp |
| Annual return | 2.85% | 35.89%-33.0pp | 113.70%-110.9pp | 31.67%-28.8pp |
| Employer contribution / active EE | $3,956 | $2,263+74.8% | $4,139-4.4% | $2,019+96.0% |
| Participant deferral / active EE | $0 | $3,832-100.0% | $7,128-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,229-100.0% | $12,475-100.0% | $3,203-100.0% |