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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 | $261,400 | $89,465+192.2% | $165,100+58.3% | $77,762+236.2% |
| Participation rate | 99.6% | 78.6%+21.0pp | 78.6%+21.0pp | 70.6%+29.0pp |
| Annual return | -0.35% | 28.86%-29.2pp | 70.21%-70.6pp | 31.27%-31.6pp |
| Employer contribution / active EE | $11,230 | $2,565+337.8% | $4,348+158.3% | $2,728+311.6% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |