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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 | $2,344,425 | $102,661+2183.7% | $151,645+1446.0% | $66,949+3401.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -63.20% | -10.81%-52.4pp | 3.34%-66.5pp | 1.57%-64.8pp |
| Employer contribution / active EE | $97,530 | $4,184+2231.0% | $6,165+1482.0% | $2,545+3731.7% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |