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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 | $287,818 | $101,591+183.3% | $147,096+95.7% | $74,429+286.7% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 10.28% | 8746.45%-8736.2pp | 419.75%-409.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $10,268 | $3,813+169.3% | $4,936+108.0% | $2,625+291.2% |
| Participant deferral / active EE | $11,689 | $7,302+60.1% | $8,071+44.8% | $4,348+168.8% |
| Admin fee / account holder | $15 | $1,750-99.1% | $13,005-99.9% | $1,944-99.2% |