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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 | $529,891 | $100,272+428.5% | $170,055+211.6% | $74,478+611.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 11.03% | 66.12%-55.1pp | 53.43%-42.4pp | 34.37%-23.3pp |
| Employer contribution / active EE | $32,953 | $4,266+672.5% | $6,790+385.3% | $2,637+1149.7% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $50 | $235-78.5% | $12,828-99.6% | $347-85.5% |