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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 | $254,509 | $83,023+206.6% | $102,437+148.5% | $77,762+227.3% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 11.34% | 19.12%-7.8pp | 24.95%-13.6pp | 31.27%-19.9pp |
| Employer contribution / active EE | $21,941 | $3,552+517.6% | $3,871+466.9% | $2,728+704.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $639-99.8% | $8,388-100.0% | $433-99.6% |