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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 | $471,215 | $75,183+526.8% | $123,894+280.3% | $55,167+754.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 5.36% | 19.01%-13.7pp | 47.52%-42.2pp | 169.23%-163.9pp |
| Employer contribution / active EE | $13,038 | $2,823+361.8% | $4,617+182.4% | $1,963+564.3% |
| Participant deferral / active EE | $9,668 | $5,084+90.2% | $5,984+61.6% | $3,054+216.6% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |