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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 | $465,579 | $50,898+814.7% | $171,082+172.1% | $55,167+743.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 76.7%+23.3pp | 69.0%+31.0pp |
| Annual return | 2.39% | 15.34%-13.0pp | 32.56%-30.2pp | 169.23%-166.8pp |
| Employer contribution / active EE | $25,129 | $1,433+1653.3% | $4,002+527.9% | $1,963+1180.4% |
| Participant deferral / active EE | $0 | $2,994-100.0% | $4,797-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |