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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 | $293,642 | $51,166+473.9% | $70,544+316.3% | $71,511+310.6% |
| Participation rate | 99.2% | 59.4%+39.9pp | 68.4%+30.9pp | 67.9%+31.3pp |
| Annual return | 6.86% | 42.71%-35.9pp | 32.79%-25.9pp | 28.86%-22.0pp |
| Employer contribution / active EE | $8,991 | $1,793+401.3% | $2,976+202.2% | $2,589+247.3% |
| Participant deferral / active EE | $0 | $3,031-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,000-100.0% | $6,427-100.0% | $1,588-100.0% |