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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 | $327,671 | $99,168+230.4% | $96,534+239.4% | $74,460+340.1% |
| Participation rate | 88.8% | 80.7%+8.1pp | 76.0%+12.8pp | 70.7%+18.0pp |
| Annual return | 4.36% | 22.40%-18.0pp | 25.88%-21.5pp | 34.38%-30.0pp |
| Employer contribution / active EE | $21,954 | $2,570+754.3% | $2,965+640.3% | $2,638+732.2% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,253-100.0% | $348-100.0% |