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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 | $88,203+852.0% | $165,100+408.6% | $74,478+1027.5% |
| Participation rate | 99.6% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | -5.81% | 17.13%-22.9pp | 70.21%-76.0pp | 1370.56%-1376.4pp |
| Employer contribution / active EE | $5,709 | $2,601+119.5% | $4,348+31.3% | $2,626+117.4% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |