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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 | $60,454+663.5% | $81,844+463.9% | $74,459+519.9% |
| Participation rate | 95.1% | 63.0%+32.1pp | 72.4%+22.7pp | 67.2%+27.9pp |
| Annual return | 3.79% | 16.87%-13.1pp | 778.87%-775.1pp | 1369.70%-1365.9pp |
| Employer contribution / active EE | $10,464 | $2,630+298.0% | $2,916+258.8% | $2,626+298.5% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |