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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 | $129,095+158.3% | $184,200+81.0% | $77,671+329.2% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 3.22% | 33.29%-30.1pp | 28.80%-25.6pp | 31.21%-28.0pp |
| Employer contribution / active EE | $11,119 | $4,410+152.1% | $6,424+73.1% | $2,726+307.8% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,907-100.0% | $430-100.0% |