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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 | $386,676 | $89,465+332.2% | $165,071+134.2% | $77,736+397.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 11.10% | 28.86%-17.8pp | 70.17%-59.1pp | 31.26%-20.2pp |
| Employer contribution / active EE | $28,464 | $2,565+1009.8% | $4,347+554.7% | $2,728+943.5% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |