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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 | $57,119+869.4% | $85,187+550.0% | $80,935+584.2% |
| Participation rate | 91.5% | 56.4%+35.1pp | 67.5%+24.0pp | 67.7%+23.8pp |
| Annual return | 9.58% | 21.70%-12.1pp | 66.67%-57.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,692 | $1,802+49.4% | $2,732-1.5% | $2,757-2.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |