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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 | $354,201 | $88,137+301.9% | $164,975+114.7% | $74,429+375.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | -17.66% | 17.13%-34.8pp | 70.12%-87.8pp | 1368.38%-1386.0pp |
| Employer contribution / active EE | $13,623 | $2,597+424.5% | $4,343+213.7% | $2,625+419.0% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $2,231-99.8% | $12,688-100.0% | $1,944-99.8% |