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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 | $977,759 | $106,164+821.0% | $147,041+565.0% | $77,692+1158.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 10.13% | 56.81%-46.7pp | 419.21%-409.1pp | 31.25%-21.1pp |
| Employer contribution / active EE | $47,386 | $4,066+1065.3% | $4,935+860.2% | $2,726+1638.2% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |