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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 | $77,455+378.2% | $151,266+144.8% | $64,340+475.6% |
| Participation rate | 99.6% | 54.0%+45.6pp | 77.0%+22.6pp | 55.2%+44.3pp |
| Annual return | 2.85% | 16.64%-13.8pp | 180.60%-177.8pp | 24.14%-21.3pp |
| Employer contribution / active EE | $3,956 | $1,920+106.0% | $4,237-6.6% | $1,862+112.5% |
| Participant deferral / active EE | $0 | $3,496-100.0% | $7,337-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $2,534-100.0% | $13,159-100.0% | $3,703-100.0% |