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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 | $583,620 | $48,471+1104.1% | $182,540+219.7% | $67,579+763.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.0%+22.0pp | 71.3%+28.7pp |
| Annual return | 8.97% | 31.08%-22.1pp | 148.58%-139.6pp | 378.56%-369.6pp |
| Employer contribution / active EE | $16,696 | $1,461+1042.9% | $4,076+309.7% | $2,148+677.4% |
| Participant deferral / active EE | $0 | $3,324-100.0% | $5,525-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $8,593-100.0% | $142-100.0% |