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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 | $273,498 | $76,696+256.6% | $96,515+183.4% | $71,511+282.5% |
| Participation rate | 98.0% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 9.55% | 48.32%-38.8pp | 35.73%-26.2pp | 28.86%-19.3pp |
| Employer contribution / active EE | $9,038 | $3,032+198.1% | $3,740+141.7% | $2,589+249.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $2,030-99.5% | $6,735-99.9% | $1,588-99.4% |