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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 | $854,780 | $41,647+1952.5% | $96,188+788.7% | $86,828+884.5% |
| Participation rate | 98.9% | 50.3%+48.6pp | 68.4%+30.5pp | 72.3%+26.6pp |
| Annual return | 0.44% | 27.24%-26.8pp | 192.12%-191.7pp | 97.95%-97.5pp |
| Employer contribution / active EE | $34,211 | $1,328+2475.8% | $2,800+1122.0% | $2,406+1321.8% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,350-100.0% | $4,132-100.0% |
| Admin fee / account holder | $12 | $169-92.8% | $5,538-99.8% | $170-92.8% |