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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 | $728,098 | $80,705+802.2% | $115,768+528.9% | $67,986+971.0% |
| Participation rate | 91.4% | 63.0%+28.4pp | 74.4%+17.0pp | 57.2%+34.2pp |
| Annual return | -9.28% | 18.49%-27.8pp | 100.46%-109.7pp | 31.67%-40.9pp |
| Employer contribution / active EE | $23,022 | $2,046+1025.0% | $2,940+683.1% | $2,019+1040.4% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,135-100.0% | $12,439-100.0% | $3,203-100.0% |