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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 | $391,319 | $91,517+327.6% | $101,271+286.4% | $73,412+433.0% |
| Participation rate | 98.2% | 73.8%+24.4pp | 75.8%+22.3pp | 72.2%+26.0pp |
| Annual return | 9.14% | 17.17%-8.0pp | 46.48%-37.3pp | 59.30%-50.2pp |
| Employer contribution / active EE | $21,382 | $2,877+643.3% | $3,660+484.2% | $2,234+857.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |