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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 | $82,979+209.1% | $102,383+150.5% | $77,714+230.0% |
| Participation rate | 88.6% | 71.5%+17.1pp | 74.5%+14.1pp | 70.6%+18.0pp |
| Annual return | 8.36% | 19.11%-10.7pp | 24.94%-16.6pp | 31.26%-22.9pp |
| Employer contribution / active EE | $11,343 | $3,554+219.2% | $3,870+193.1% | $2,727+316.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |