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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 | $529,871 | $49,897+961.9% | $80,648+557.0% | $75,177+604.8% |
| Participation rate | 93.5% | 55.3%+38.1pp | 67.0%+26.5pp | 67.2%+26.3pp |
| Annual return | 13.14% | 34.68%-21.5pp | 937.21%-924.1pp | 160.75%-147.6pp |
| Employer contribution / active EE | $2,751 | $1,699+61.9% | $2,724+1.0% | $2,671+3.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,579-100.0% | $5,382-100.0% | $5,651-100.0% |