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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 | $377,601 | $93,182+305.2% | $146,685+157.4% | $79,393+375.6% |
| Participation rate | 99.0% | 76.4%+22.6pp | 80.1%+19.0pp | 70.7%+28.3pp |
| Annual return | 8.90% | 21.61%-12.7pp | 22.75%-13.8pp | 116.87%-108.0pp |
| Employer contribution / active EE | $13,763 | $2,420+468.8% | $4,137+232.7% | $2,428+466.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,507-100.0% | $4,046-100.0% |
| Admin fee / account holder | $5 | $585-99.1% | $10,281-99.9% | $627-99.1% |