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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 | $79,223+395.2% | $102,460+282.9% | $74,478+426.7% |
| Participation rate | 98.1% | 74.8%+23.4pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 6.89% | 54.98%-48.1pp | 29.47%-22.6pp | 1370.56%-1363.7pp |
| Employer contribution / active EE | $11,187 | $2,363+373.4% | $3,025+269.8% | $2,626+325.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2 | $2,003-99.9% | $9,460-100.0% | $1,946-99.9% |