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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 | $101,653+411.6% | $147,080+253.6% | $74,459+598.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 0.05% | 8754.98%-8754.9pp | 420.17%-420.1pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $16,827 | $3,813+341.3% | $4,933+241.1% | $2,626+540.8% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |