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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 | $312,168 | $89,225+249.9% | $135,987+129.6% | $74,429+319.4% |
| Participation rate | 98.5% | 69.4%+29.1pp | 76.4%+22.1pp | 67.2%+31.3pp |
| Annual return | -13.94% | 22.76%-36.7pp | 580.01%-593.9pp | 1368.38%-1382.3pp |
| Employer contribution / active EE | $17,843 | $2,816+533.7% | $4,214+323.4% | $2,625+579.8% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,027-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,716-100.0% | $1,944-100.0% |