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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 | $907,918 | $88,122+930.3% | $141,200+543.0% | $67,584+1243.4% |
| Participation rate | 87.9% | 76.5%+11.4pp | 82.5%+5.4pp | 71.3%+16.6pp |
| Annual return | 17.30% | 75.40%-58.1pp | 71.41%-54.1pp | 378.59%-361.3pp |
| Employer contribution / active EE | $22,091 | $3,224+585.1% | $4,736+366.4% | $2,148+928.5% |
| Participant deferral / active EE | $13,534 | $5,958+127.2% | $6,710+101.7% | $3,540+282.4% |
| Admin fee / account holder | $0 | $131-100.0% | $10,265-100.0% | $142-100.0% |