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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 | $262,699 | $122,042+115.3% | $184,243+42.6% | $74,429+253.0% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 9.85% | 19.91%-10.1pp | 28.82%-19.0pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $11,664 | $4,538+157.1% | $6,427+81.5% | $2,625+344.4% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |