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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 | $963,911 | $83,090+1060.1% | $130,062+641.1% | $71,529+1247.6% |
| Participation rate | 99.5% | 74.1%+25.4pp | 78.5%+21.0pp | 67.9%+31.6pp |
| Annual return | -11.11% | 20.61%-31.7pp | -137.37%+126.3pp | 28.97%-40.1pp |
| Employer contribution / active EE | $6,627 | $2,624+152.6% | $4,322+53.3% | $2,590+155.9% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |