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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 | $328,530 | $63,924+413.9% | $108,582+202.6% | $55,167+495.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 4.09% | 15.31%-11.2pp | -51.70%+55.8pp | 169.23%-165.1pp |
| Employer contribution / active EE | $8,829 | $1,879+369.8% | $3,758+134.9% | $1,963+349.9% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |