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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 | $59,006+558.0% | $97,197+299.4% | $74,429+421.6% |
| Participation rate | 94.6% | 63.7%+30.9pp | 72.7%+21.9pp | 67.2%+27.4pp |
| Annual return | -12.92% | 16.04%-29.0pp | 75.47%-88.4pp | 1368.38%-1381.3pp |
| Employer contribution / active EE | $9,657 | $1,894+410.0% | $2,723+254.7% | $2,625+267.9% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,263-100.0% | $4,348-100.0% |
| Admin fee / account holder | $2 | $1,974-99.9% | $5,637-100.0% | $1,944-99.9% |