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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 | $329,366 | $79,089+316.5% | $100,392+228.1% | $74,459+342.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | 12.36% | 20.61%-8.3pp | 49.45%-37.1pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $18,402 | $3,015+510.3% | $3,941+366.9% | $2,626+600.8% |
| Participant deferral / active EE | $0 | $7,747-100.0% | $8,090-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,336-100.0% | $7,904-100.0% | $1,945-100.0% |