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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 | $386,676 | $89,465+332.2% | $164,866+134.5% | $77,671+397.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 11.10% | 28.81%-17.7pp | 69.97%-58.9pp | 31.21%-20.1pp |
| Employer contribution / active EE | $28,464 | $2,568+1008.6% | $4,343+555.5% | $2,726+944.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |