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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 | $301,867 | $77,677+288.6% | $109,173+176.5% | $79,391+280.2% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.4pp | 70.7%+28.5pp |
| Annual return | -9.16% | 23.44%-32.6pp | 25.75%-34.9pp | 116.88%-126.0pp |
| Employer contribution / active EE | $7,182 | $2,798+156.7% | $3,723+92.9% | $2,428+195.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |