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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 | $268,281 | $58,093+361.8% | $80,022+235.3% | $56,289+376.6% |
| Participation rate | 99.6% | 73.6%+25.9pp | 75.8%+23.7pp | 69.9%+29.7pp |
| Annual return | -18.12% | 34.63%-52.7pp | 11.22%-29.3pp | -9.96%-8.2pp |
| Employer contribution / active EE | $11,321 | $1,933+485.7% | $2,468+358.7% | $2,111+436.2% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |