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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 | $370,076 | $85,515+332.8% | $112,040+230.3% | $67,986+444.3% |
| Participation rate | 95.6% | 68.2%+27.4pp | 76.5%+19.1pp | 57.2%+38.4pp |
| Annual return | 4.85% | 29.68%-24.8pp | 24.52%-19.7pp | 31.67%-26.8pp |
| Employer contribution / active EE | $10,847 | $2,191+395.1% | $2,954+267.2% | $2,019+437.3% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3 | $3,774-99.9% | $12,098-100.0% | $3,203-99.9% |