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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 | $95,417+526.5% | $135,974+339.6% | $74,460+702.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -0.24% | 32.76%-33.0pp | 68.30%-68.5pp | 34.38%-34.6pp |
| Employer contribution / active EE | $14,027 | $3,878+261.7% | $4,859+188.7% | $2,638+431.7% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $10 | $266-96.3% | $10,767-99.9% | $348-97.2% |