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 | $110,258+181.0% | $102,460+202.4% | $200,096+54.8% |
| Participation rate | 99.9% | 86.3%+13.6pp | 76.5%+23.4pp | 72.0%+27.9pp |
| Annual return | 0.91% | 35.78%-34.9pp | 29.47%-28.6pp | 34.26%-33.4pp |
| Employer contribution / active EE | $6,360 | $3,605+76.4% | $3,025+110.2% | $3,038+109.4% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |