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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 | $316,871 | $77,677+307.9% | $109,173+190.2% | $79,391+299.1% |
| Participation rate | 98.8% | 67.8%+31.0pp | 75.9%+22.9pp | 70.7%+28.1pp |
| Annual return | 4.09% | 23.44%-19.4pp | 25.75%-21.7pp | 116.88%-112.8pp |
| Employer contribution / active EE | $19,982 | $2,798+614.1% | $3,723+436.7% | $2,428+723.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |