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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 | $439,737 | $76,696+473.4% | $96,538+355.5% | $71,529+514.8% |
| Participation rate | 94.3% | 66.6%+27.8pp | 74.3%+20.0pp | 67.9%+26.4pp |
| Annual return | 10.98% | 48.32%-37.3pp | 35.74%-24.8pp | 28.97%-18.0pp |
| Employer contribution / active EE | $18,475 | $3,032+509.4% | $3,740+394.0% | $2,590+613.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4 | $2,030-99.8% | $6,737-99.9% | $1,588-99.8% |