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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 | $341,197 | $63,114+440.6% | $92,915+267.2% | $65,186+423.4% |
| Participation rate | 99.4% | 68.8%+30.7pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 12.27% | 28.75%-16.5pp | 109.45%-97.2pp | 29.39%-17.1pp |
| Employer contribution / active EE | $16,367 | $2,571+536.7% | $3,653+348.0% | $2,177+651.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.9% | $5,796-100.0% | $847-99.9% |