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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 | $333,389 | $129,227+158.0% | $184,256+80.9% | $77,762+328.7% |
| Participation rate | 98.6% | 87.4%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 3.22% | 33.24%-30.0pp | 28.85%-25.6pp | 31.27%-28.1pp |
| Employer contribution / active EE | $11,119 | $4,412+152.0% | $6,427+73.0% | $2,728+307.6% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |