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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 | $276,933 | $130,294+112.5% | $170,043+62.9% | $71,511+287.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 5.64% | 20.36%-14.7pp | 53.40%-47.8pp | 28.86%-23.2pp |
| Employer contribution / active EE | $13,599 | $4,385+210.1% | $6,790+100.3% | $2,589+425.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |