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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 | $920,850 | $88,122+945.0% | $141,200+552.2% | $67,584+1262.5% |
| Participation rate | 99.7% | 76.5%+23.3pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 15.87% | 75.40%-59.5pp | 71.41%-55.5pp | 378.59%-362.7pp |
| Employer contribution / active EE | $38,660 | $3,224+1099.0% | $4,736+716.2% | $2,148+1699.9% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |