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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 | $88,087+302.1% | $164,866+114.8% | $74,546+375.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | -17.66% | 17.27%-34.9pp | 69.97%-87.6pp | 1366.03%-1383.7pp |
| Employer contribution / active EE | $13,623 | $2,595+424.9% | $4,343+213.7% | $2,624+419.1% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $2,232-99.8% | $12,689-100.0% | $1,944-99.8% |