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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 | $357,553 | $58,726+508.8% | $92,240+287.6% | $62,293+474.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.49% | 43.62%-32.1pp | 176.29%-164.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $15,026 | $2,392+528.2% | $3,680+308.4% | $2,042+635.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |