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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 | $638,169 | $84,784+652.7% | $98,461+548.1% | $74,460+757.1% |
| Participation rate | 99.8% | 81.5%+18.3pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 9.13% | 20.59%-11.5pp | 21.17%-12.0pp | 34.38%-25.2pp |
| Employer contribution / active EE | $16,536 | $3,364+391.6% | $3,049+442.4% | $2,638+526.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,961-100.0% | $348-100.0% |