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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 | $553,203 | $62,393+786.6% | $120,580+358.8% | $74,478+642.8% |
| Participation rate | 97.6% | 56.8%+40.8pp | 72.0%+25.6pp | 67.2%+30.4pp |
| Annual return | 8.48% | 18.61%-10.1pp | 107.48%-99.0pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $23,191 | $1,845+1157.2% | $3,469+568.5% | $2,626+783.0% |
| Participant deferral / active EE | $0 | $2,886-100.0% | $4,995-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,418-100.0% | $1,946-100.0% |