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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 | $317,161 | $65,453+384.6% | $86,698+265.8% | $66,938+373.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.4pp |
| Annual return | -19.36% | -10.89%-8.5pp | 35.95%-55.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $4,402 | $2,154+104.4% | $2,837+55.2% | $2,545+73.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |