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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 | $586,689 | $104,336+462.3% | $159,495+267.8% | $86,828+575.7% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.4pp |
| Annual return | 11.64% | 26.32%-14.7pp | 263.72%-252.1pp | 97.95%-86.3pp |
| Employer contribution / active EE | $10,625 | $3,451+207.9% | $4,831+119.9% | $2,406+341.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $2 | $172-99.1% | $10,804-100.0% | $170-99.0% |