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 | $262,141 | $122,128+114.6% | $147,117+78.2% | $200,096+31.0% |
| Participation rate | 99.5% | 78.2%+21.3pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 5.88% | 30.58%-24.7pp | 420.54%-414.7pp | 34.26%-28.4pp |
| Employer contribution / active EE | $28,259 | $4,093+590.5% | $4,932+472.9% | $3,038+830.3% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |