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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 | $260,798 | $91,517+185.0% | $101,275+157.5% | $73,412+255.3% |
| Participation rate | 97.5% | 73.8%+23.8pp | 75.8%+21.7pp | 72.2%+25.4pp |
| Annual return | -2.70% | 17.17%-19.9pp | 46.48%-49.2pp | 59.30%-62.0pp |
| Employer contribution / active EE | $21,835 | $2,877+659.0% | $3,660+496.6% | $2,234+877.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |