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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 | $400,134 | $76,112+425.7% | $96,544+314.5% | $71,529+459.4% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 10.69% | 22.80%-12.1pp | 25.88%-15.2pp | 28.97%-18.3pp |
| Employer contribution / active EE | $18,101 | $2,248+705.2% | $2,966+510.2% | $2,590+599.0% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |