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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 | $296,511 | $80,332+269.1% | $107,187+176.6% | $64,097+362.6% |
| Participation rate | 99.2% | 54.4%+44.8pp | 75.0%+24.1pp | 55.2%+44.0pp |
| Annual return | 0.28% | 24.26%-24.0pp | 204.55%-204.3pp | 34.64%-34.4pp |
| Employer contribution / active EE | $17,096 | $2,501+583.5% | $3,782+352.0% | $1,891+803.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,314-100.0% | $9,162-100.0% | $3,454-100.0% |