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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 | $990,736 | $89,123+1011.7% | $102,460+867.0% | $77,762+1174.1% |
| Participation rate | 99.2% | 80.9%+18.3pp | 76.5%+22.7pp | 70.6%+28.6pp |
| Annual return | -0.82% | 25.05%-25.9pp | 29.47%-30.3pp | 31.27%-32.1pp |
| Employer contribution / active EE | $26,614 | $2,700+885.7% | $3,025+779.8% | $2,728+875.6% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |