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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 | $597,763 | $95,438+526.3% | $135,998+339.5% | $74,478+702.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -0.24% | 32.61%-32.8pp | 68.37%-68.6pp | 34.37%-34.6pp |
| Employer contribution / active EE | $14,027 | $3,878+261.7% | $4,860+188.6% | $2,637+432.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $259-96.2% | $10,769-99.9% | $347-97.2% |