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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 | $388,252 | $58,923+558.9% | $97,167+299.6% | $74,546+420.8% |
| Participation rate | 94.6% | 63.6%+31.0pp | 72.7%+21.9pp | 67.2%+27.4pp |
| Annual return | -12.92% | 16.04%-29.0pp | 75.27%-88.2pp | 1366.03%-1379.0pp |
| Employer contribution / active EE | $9,657 | $1,894+410.0% | $2,729+253.9% | $2,624+268.0% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,347-100.0% |
| Admin fee / account holder | $2 | $1,974-99.9% | $5,650-100.0% | $1,944-99.9% |