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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 | $553,731 | $57,057+870.5% | $85,009+551.4% | $80,874+584.7% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.6%+23.8pp |
| Annual return | 9.58% | 21.66%-12.1pp | 66.47%-56.9pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,692 | $1,799+49.7% | $2,728-1.3% | $2,756-2.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |