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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 | $348,744 | $66,319+425.9% | $93,621+272.5% | $65,186+435.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 5.49% | 42.59%-37.1pp | 32.76%-27.3pp | 29.39%-23.9pp |
| Employer contribution / active EE | $10,819 | $2,013+437.5% | $2,719+298.0% | $2,177+397.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |