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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 | $80,731+259.1% | $103,374+180.5% | $74,546+288.9% |
| Participation rate | 98.0% | 65.7%+32.3pp | 74.5%+23.5pp | 67.2%+30.8pp |
| Annual return | 10.61% | 27.56%-17.0pp | 24.89%-14.3pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $9,963 | $3,158+215.5% | $3,869+157.5% | $2,624+279.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $2,369-99.8% | $8,394-100.0% | $1,944-99.8% |