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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 | $258,191 | $91,439+182.4% | $135,974+89.9% | $71,511+261.1% |
| Participation rate | 90.1% | 75.7%+14.5pp | 81.9%+8.2pp | 67.9%+22.2pp |
| Annual return | 15.57% | 29.90%-14.3pp | 68.30%-52.7pp | 28.86%-13.3pp |
| Employer contribution / active EE | $8,788 | $3,705+137.2% | $4,859+80.9% | $2,589+239.4% |
| Participant deferral / active EE | $10,697 | $7,093+50.8% | $7,760+37.8% | $4,291+149.3% |
| Admin fee / account holder | $9 | $1,267-99.3% | $10,767-99.9% | $1,588-99.4% |