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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 | $751,181 | $88,186+751.8% | $165,071+355.1% | $74,459+908.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 6.57% | 17.13%-10.6pp | 70.17%-63.6pp | 1369.70%-1363.1pp |
| Employer contribution / active EE | $37,620 | $2,600+1346.8% | $4,347+765.3% | $2,626+1332.7% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |