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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 | $336,980 | $54,045+523.5% | $115,167+192.6% | $65,186+416.9% |
| Participation rate | 94.0% | 63.5%+30.4pp | 75.9%+18.0pp | 70.2%+23.8pp |
| Annual return | -4.93% | 26.55%-31.5pp | 35.60%-40.5pp | 29.39%-34.3pp |
| Employer contribution / active EE | $18,702 | $1,653+1031.4% | $3,179+488.3% | $2,177+759.1% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,169-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $626-98.8% | $7,089-99.9% | $847-99.1% |