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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 | $256,493 | $83,023+208.9% | $102,437+150.4% | $77,762+229.8% |
| Participation rate | 88.6% | 71.5%+17.0pp | 74.5%+14.1pp | 70.6%+18.0pp |
| Annual return | 8.36% | 19.12%-10.8pp | 24.95%-16.6pp | 31.27%-22.9pp |
| Employer contribution / active EE | $11,343 | $3,552+219.3% | $3,871+193.1% | $2,728+315.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |