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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 | $795,794 | $93,010+755.6% | $96,515+724.5% | $74,460+968.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 9.33% | 37.50%-28.2pp | 35.73%-26.4pp | 34.38%-25.1pp |
| Employer contribution / active EE | $8,044 | $3,427+134.7% | $3,740+115.1% | $2,638+204.9% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |