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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 | $392,297 | $79,181+395.4% | $102,423+283.0% | $74,429+427.1% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 6.89% | 54.97%-48.1pp | 29.42%-22.5pp | 1368.38%-1361.5pp |
| Employer contribution / active EE | $11,187 | $2,362+373.7% | $3,023+270.1% | $2,625+326.2% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $2,002-99.9% | $9,455-100.0% | $1,944-99.9% |