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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 | $461,538 | $60,393+664.2% | $81,820+464.1% | $74,429+520.1% |
| Participation rate | 95.1% | 62.9%+32.2pp | 72.4%+22.7pp | 67.2%+27.9pp |
| Annual return | 3.79% | 16.89%-13.1pp | 777.93%-774.1pp | 1368.38%-1364.6pp |
| Employer contribution / active EE | $10,464 | $2,626+298.4% | $2,915+259.0% | $2,625+298.7% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |