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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 | $406,030 | $75,183+440.1% | $123,894+227.7% | $55,167+636.0% |
| Participation rate | 96.7% | 72.8%+23.9pp | 81.4%+15.3pp | 69.0%+27.7pp |
| Annual return | 4.72% | 19.01%-14.3pp | 47.52%-42.8pp | 169.23%-164.5pp |
| Employer contribution / active EE | $5,113 | $2,823+81.1% | $4,617+10.7% | $1,963+160.5% |
| Participant deferral / active EE | $8,381 | $5,084+64.8% | $5,984+40.0% | $3,054+174.4% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |