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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 | $297,190 | $84,784+250.5% | $98,462+201.8% | $74,478+299.0% |
| Participation rate | 97.3% | 81.5%+15.8pp | 75.2%+22.2pp | 70.7%+26.6pp |
| Annual return | -18.52% | 20.59%-39.1pp | 21.20%-39.7pp | 34.37%-52.9pp |
| Employer contribution / active EE | $1,970 | $3,364-41.4% | $3,049-35.4% | $2,637-25.3% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |