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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 | $77,569+838.6% | $115,599+529.8% | $64,097+1035.9% |
| Participation rate | 91.4% | 60.7%+30.7pp | 74.3%+17.1pp | 55.2%+36.2pp |
| Annual return | -9.28% | 18.52%-27.8pp | 111.10%-120.4pp | 34.64%-43.9pp |
| Employer contribution / active EE | $23,022 | $1,915+1102.4% | $2,955+679.0% | $1,891+1117.1% |
| Participant deferral / active EE | $0 | $3,327-100.0% | $4,889-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $4,470-100.0% | $12,841-100.0% | $3,454-100.0% |