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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 | $316,416 | $105,173+200.9% | $87,102+263.3% | $77,775+306.8% |
| Participation rate | 99.7% | 85.8%+14.0pp | 76.9%+22.9pp | 73.2%+26.5pp |
| Annual return | 15.62% | 24.52%-8.9pp | 28.19%-12.6pp | 32.58%-17.0pp |
| Employer contribution / active EE | $8,108 | $2,890+180.5% | $2,521+221.6% | $2,504+223.8% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $1 | $105-98.9% | $7,493-100.0% | $100-98.9% |