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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 | $1,029,410 | $104,336+886.6% | $159,495+545.4% | $86,828+1085.6% |
| Participation rate | 99.4% | 77.7%+21.7pp | 82.8%+16.5pp | 72.3%+27.1pp |
| Annual return | 12.08% | 26.32%-14.2pp | 263.72%-251.6pp | 97.95%-85.9pp |
| Employer contribution / active EE | $40,239 | $3,451+1066.0% | $4,831+732.9% | $2,406+1572.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |