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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 | $978,155 | $100,033+877.8% | $149,716+553.3% | $70,124+1294.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 2.08% | 27.43%-25.4pp | 1501.67%-1499.6pp | 73.14%-71.1pp |
| Employer contribution / active EE | $37,988 | $3,661+937.6% | $5,444+597.8% | $2,342+1521.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |