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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 | $526,755 | $65,378+705.7% | $87,103+504.8% | $65,186+708.1% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 15.05% | 31.28%-16.2pp | 28.19%-13.1pp | 29.39%-14.3pp |
| Employer contribution / active EE | $25,502 | $1,823+1299.1% | $2,521+911.4% | $2,177+1071.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $50 | $520-90.3% | $7,491-99.3% | $847-94.1% |