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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 | $294,914 | $81,474+262.0% | $133,959+120.2% | $73,493+301.3% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.4pp | 70.7%+27.6pp |
| Annual return | 11.00% | 19.40%-8.4pp | 45.09%-34.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $13,900 | $2,209+529.2% | $3,919+254.7% | $2,270+512.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,928-100.0% | $513-100.0% |