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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 | $353,285 | $81,494+333.5% | $133,978+163.7% | $73,497+380.7% |
| Participation rate | 89.6% | 76.4%+13.2pp | 79.8%+9.8pp | 70.7%+18.9pp |
| Annual return | -0.43% | 19.40%-19.8pp | 45.10%-45.5pp | 28.51%-28.9pp |
| Employer contribution / active EE | $17,105 | $2,210+674.1% | $3,919+336.5% | $2,270+653.5% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $713-97.7% | $8,930-99.8% | $513-96.9% |