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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 | $373,973 | $65,378+472.0% | $87,103+329.3% | $65,186+473.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 9.87% | 31.28%-21.4pp | 28.19%-18.3pp | 29.39%-19.5pp |
| Employer contribution / active EE | $15,967 | $1,823+776.0% | $2,521+533.2% | $2,177+633.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $520-99.9% | $7,491-100.0% | $847-99.9% |