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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 | $302,296 | $69,511+334.9% | $94,672+219.3% | $71,529+322.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 5.63% | 29.67%-24.0pp | 156.89%-151.3pp | 28.97%-23.3pp |
| Employer contribution / active EE | $20,021 | $2,853+601.7% | $3,673+445.1% | $2,590+673.1% |
| Participant deferral / active EE | $0 | $7,348-100.0% | $7,417-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,211-100.0% | $7,222-100.0% | $1,588-100.0% |