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 | $264,720 | $105,173+151.7% | $87,102+203.9% | $77,775+240.4% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 2.27% | 24.52%-22.2pp | 28.19%-25.9pp | 32.58%-30.3pp |
| Employer contribution / active EE | $4,653 | $2,890+61.0% | $2,521+84.5% | $2,504+85.8% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $7,493-100.0% | $100-100.0% |