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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 | $333,355 | $91,406+264.7% | $130,070+156.3% | $74,478+347.6% |
| Participation rate | 99.7% | 77.8%+21.8pp | 78.5%+21.2pp | 70.7%+28.9pp |
| Annual return | 6.62% | 23.21%-16.6pp | -137.40%+144.0pp | 34.37%-27.8pp |
| Employer contribution / active EE | $14,145 | $2,565+451.5% | $4,322+227.3% | $2,637+436.4% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |