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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 | $292,660 | $52,188+460.8% | $86,640+237.8% | $74,460+293.0% |
| Participation rate | 99.2% | 66.3%+32.8pp | 71.7%+27.5pp | 70.7%+28.4pp |
| Annual return | 8.39% | 44.46%-36.1pp | 592.52%-584.1pp | 34.38%-26.0pp |
| Employer contribution / active EE | $9,908 | $2,282+334.2% | $3,024+227.6% | $2,638+275.6% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $319-100.0% | $5,616-100.0% | $348-100.0% |