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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 | $1,839,016 | $138,393+1228.8% | $184,256+898.1% | $80,959+2171.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -10.48% | 20.01%-30.5pp | 28.85%-39.3pp | 35.67%-46.1pp |
| Employer contribution / active EE | $127,858 | $4,847+2537.7% | $6,427+1889.3% | $2,757+4537.3% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |