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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 | $426,708 | $79,223+438.6% | $102,460+316.5% | $74,478+472.9% |
| Participation rate | 99.0% | 74.8%+24.3pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 5.44% | 54.98%-49.5pp | 29.47%-24.0pp | 1370.56%-1365.1pp |
| Employer contribution / active EE | $20,364 | $2,363+761.7% | $3,025+573.2% | $2,626+675.4% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |