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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 | $286,816 | $54,558+425.7% | $76,051+277.1% | $74,400+285.5% |
| Participation rate | 97.7% | 60.3%+37.4pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 2.29% | 31.83%-29.5pp | 360.42%-358.1pp | 1367.51%-1365.2pp |
| Employer contribution / active EE | $12,997 | $1,778+631.1% | $2,690+383.2% | $2,624+395.2% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,416-100.0% | $1,944-100.0% |