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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 | $485,109 | $56,124+764.3% | $96,144+404.6% | $85,854+465.0% |
| Participation rate | 92.0% | 56.7%+35.3pp | 68.4%+23.6pp | 69.3%+22.7pp |
| Annual return | 10.01% | 42.30%-32.3pp | 191.96%-182.0pp | 318.56%-308.5pp |
| Employer contribution / active EE | $2,876 | $1,620+77.6% | $2,797+2.8% | $2,565+12.1% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,537-100.0% | $6,260-100.0% |