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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 | $288,755 | $41,150+601.7% | $80,627+258.1% | $71,511+303.8% |
| Participation rate | 98.3% | 50.3%+48.0pp | 67.0%+31.3pp | 67.9%+30.3pp |
| Annual return | 9.15% | 38.48%-29.3pp | 936.76%-927.6pp | 28.86%-19.7pp |
| Employer contribution / active EE | $11,685 | $1,515+671.2% | $2,723+329.2% | $2,589+351.3% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,381-100.0% | $1,588-100.0% |