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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 | $267,497 | $77,670+244.4% | $109,163+145.0% | $79,393+236.9% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.7pp | 70.7%+28.8pp |
| Annual return | 4.68% | 23.44%-18.8pp | 25.75%-21.1pp | 116.87%-112.2pp |
| Employer contribution / active EE | $8,268 | $2,798+195.5% | $3,723+122.1% | $2,428+240.6% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |