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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 | $60,261+665.9% | $81,783+464.3% | $74,546+519.1% |
| Participation rate | 95.1% | 62.9%+32.2pp | 72.4%+22.7pp | 67.2%+27.9pp |
| Annual return | 3.79% | 16.88%-13.1pp | 775.05%-771.3pp | 1366.03%-1362.2pp |
| Employer contribution / active EE | $10,464 | $2,622+299.2% | $2,913+259.3% | $2,624+298.7% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,482-100.0% | $7,380-100.0% | $1,944-100.0% |