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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 | $823,289 | $70,917+1060.9% | $98,920+732.3% | $73,497+1020.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -12.79% | 34.18%-47.0pp | 196.47%-209.3pp | 28.51%-41.3pp |
| Employer contribution / active EE | $19,545 | $2,037+859.5% | $2,689+626.8% | $2,270+761.0% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |