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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 | $289,920 | $80,781+258.9% | $102,437+183.0% | $74,478+289.3% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 10.61% | 27.58%-17.0pp | 24.95%-14.3pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $9,963 | $3,160+215.3% | $3,871+157.4% | $2,626+279.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $2,372-99.8% | $8,388-100.0% | $1,946-99.8% |