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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 | $309,812 | $110,282+180.9% | $102,434+202.5% | $199,960+54.9% |
| Participation rate | 99.9% | 86.3%+13.6pp | 76.5%+23.4pp | 72.0%+27.9pp |
| Annual return | 0.91% | 35.75%-34.8pp | 29.46%-28.5pp | 34.28%-33.4pp |
| Employer contribution / active EE | $6,360 | $3,603+76.5% | $3,023+110.4% | $3,036+109.5% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,055-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,462-100.0% | $269-100.0% |