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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 | $110,137+580.3% | $161,149+364.9% | $82,637+806.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 8.41% | 20.69%-12.3pp | 21.16%-12.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | $23,418 | $2,856+720.0% | $4,360+437.1% | $2,552+817.6% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13 | $9,467-99.9% | $15,194-99.9% | $7,339-99.8% |