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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 | $534,391 | $52,639+915.2% | $185,117+188.7% | $62,293+757.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.36% | 19.57%-7.2pp | 40.50%-28.1pp | 28.90%-16.5pp |
| Employer contribution / active EE | $25,931 | $1,483+1649.0% | $4,182+520.1% | $2,042+1169.7% |
| Participant deferral / active EE | $0 | $3,097-100.0% | $5,045-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |