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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 | $352,570 | $76,696+359.7% | $96,538+265.2% | $71,529+392.9% |
| Participation rate | 99.1% | 66.6%+32.5pp | 74.3%+24.7pp | 67.9%+31.2pp |
| Annual return | 11.99% | 48.32%-36.3pp | 35.74%-23.7pp | 28.97%-17.0pp |
| Employer contribution / active EE | $8,275 | $3,032+173.0% | $3,740+121.2% | $2,590+219.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $33 | $2,030-98.4% | $6,737-99.5% | $1,588-97.9% |