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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 | $49,881+962.3% | $80,589+557.5% | $75,173+604.9% |
| Participation rate | 93.5% | 55.3%+38.2pp | 67.0%+26.5pp | 67.2%+26.3pp |
| Annual return | 13.14% | 34.68%-21.5pp | 935.83%-922.7pp | 160.65%-147.5pp |
| Employer contribution / active EE | $2,751 | $1,698+62.0% | $2,724+1.0% | $2,670+3.0% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,449-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,379-100.0% | $5,651-100.0% |