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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 | $297,009 | $43,133+588.6% | $89,435+232.1% | $73,497+304.1% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 11.39% | 135.66%-124.3pp | 245.55%-234.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $10,926 | $1,438+659.9% | $2,587+322.3% | $2,270+381.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |