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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 | $749,225 | $123,478+506.8% | $216,567+246.0% | $94,015+696.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 8.41% | 23.61%-15.2pp | 12.94%-4.5pp | 17.84%-9.4pp |
| Employer contribution / active EE | $23,418 | $3,136+646.8% | $5,216+349.0% | $2,790+739.3% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $13 | $12,753-99.9% | $21,981-99.9% | $8,951-99.9% |