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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 | $296,424 | $122,063+142.8% | $184,256+60.9% | $74,478+298.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 1.33% | 19.92%-18.6pp | 28.85%-27.5pp | 1370.56%-1369.2pp |
| Employer contribution / active EE | $29,346 | $4,539+546.5% | $6,427+356.6% | $2,626+1017.4% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |