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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 | $520,015 | $101,672+411.5% | $147,117+253.5% | $74,478+598.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 0.05% | 8757.83%-8757.8pp | 420.54%-420.5pp | 1370.56%-1370.5pp |
| Employer contribution / active EE | $16,827 | $3,813+341.3% | $4,932+241.1% | $2,626+540.7% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,753-100.0% | $12,993-100.0% | $1,946-100.0% |