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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 | $614,438 | $54,717+1022.9% | $86,216+612.7% | $71,511+759.2% |
| Participation rate | 99.5% | 60.1%+39.4pp | 69.0%+30.5pp | 67.9%+31.5pp |
| Annual return | 12.63% | 20.07%-7.4pp | 1169.42%-1156.8pp | 28.86%-16.2pp |
| Employer contribution / active EE | $11,898 | $1,267+839.2% | $2,382+399.6% | $2,589+359.5% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |