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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 | $627,512 | $59,402+956.4% | $93,654+570.0% | $74,546+741.8% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.11% | 81.86%-71.7pp | 133.34%-123.2pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $16,538 | $1,265+1207.7% | $2,421+583.1% | $2,624+530.2% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |