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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 | $331,233 | $76,669+332.0% | $96,520+243.2% | $71,495+363.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | -17.63% | 48.29%-65.9pp | 35.72%-53.4pp | 28.85%-46.5pp |
| Employer contribution / active EE | $16,104 | $3,031+431.3% | $3,739+330.8% | $2,589+521.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,733-100.0% | $1,588-100.0% |