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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 | $839,724 | $88,137+852.8% | $164,975+409.0% | $74,429+1028.2% |
| Participation rate | 99.6% | 73.1%+26.4pp | 78.6%+21.0pp | 67.2%+32.4pp |
| Annual return | -5.81% | 17.13%-22.9pp | 70.12%-75.9pp | 1368.38%-1374.2pp |
| Employer contribution / active EE | $5,709 | $2,597+119.8% | $4,343+31.5% | $2,625+117.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |