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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 | $82,979+206.7% | $102,412+148.5% | $77,736+227.4% |
| Participation rate | 98.9% | 71.5%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 11.34% | 19.11%-7.8pp | 24.94%-13.6pp | 31.26%-19.9pp |
| Employer contribution / active EE | $21,941 | $3,554+517.4% | $3,870+467.0% | $2,728+704.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $639-99.8% | $8,388-100.0% | $433-99.6% |