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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 | $741,431 | $84,784+774.5% | $98,462+653.0% | $74,478+895.5% |
| Participation rate | 97.1% | 81.5%+15.6pp | 75.2%+21.9pp | 70.7%+26.3pp |
| Annual return | -33.80% | 20.59%-54.4pp | 21.20%-55.0pp | 34.37%-68.2pp |
| Employer contribution / active EE | $56,327 | $3,364+1574.5% | $3,049+1747.5% | $2,637+2036.2% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |