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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 | $114,712+553.1% | $173,730+331.3% | $87,485+756.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 8.41% | 20.18%-11.8pp | 19.96%-11.5pp | 26.06%-17.6pp |
| Employer contribution / active EE | $23,418 | $2,904+706.4% | $4,577+411.6% | $2,596+802.0% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $13 | $10,210-99.9% | $17,523-99.9% | $7,775-99.8% |