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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 | $79,209+438.7% | $102,434+316.6% | $74,459+473.1% |
| Participation rate | 99.0% | 74.8%+24.3pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 5.44% | 54.98%-49.5pp | 29.46%-24.0pp | 1369.70%-1364.3pp |
| Employer contribution / active EE | $20,364 | $2,362+762.0% | $3,023+573.6% | $2,626+675.5% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,055-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |