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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 | $611,664 | $91,372+569.4% | $130,045+370.3% | $74,460+721.5% |
| Participation rate | 99.0% | 77.8%+21.2pp | 78.5%+20.5pp | 70.7%+28.2pp |
| Annual return | -26.19% | 23.21%-49.4pp | -137.30%+111.1pp | 34.38%-60.6pp |
| Employer contribution / active EE | $4,921 | $2,563+92.0% | $4,321+13.9% | $2,638+86.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |