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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 | $509,852 | $78,607+548.6% | $105,624+382.7% | $74,478+584.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 5.67% | 15.96%-10.3pp | 116.20%-110.5pp | 1370.56%-1364.9pp |
| Employer contribution / active EE | $10,753 | $2,523+326.2% | $3,168+239.5% | $2,626+309.4% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |