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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 | $966,193 | $100,801+858.5% | $149,751+545.2% | $73,415+1216.1% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.5%+17.2pp | 72.2%+27.5pp |
| Annual return | 8.10% | 265.34%-257.2pp | 276.71%-268.6pp | 59.30%-51.2pp |
| Employer contribution / active EE | $39,936 | $3,312+1106.0% | $4,646+759.6% | $2,234+1687.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |