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 | $2,488,119 | $185,342+1242.4% | $111,319+2135.1% | $86,828+2765.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 5.51% | 500.80%-495.3pp | 54.68%-49.2pp | 97.95%-92.4pp |
| Employer contribution / active EE | $24,525 | $2,246+991.9% | $2,732+797.8% | $2,406+919.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |