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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 | $269,087 | $80,748+233.2% | $102,383+162.8% | $74,429+261.5% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | -1.53% | 27.57%-29.1pp | 24.94%-26.5pp | 1368.38%-1369.9pp |
| Employer contribution / active EE | $4,067 | $3,159+28.7% | $3,870+5.1% | $2,625+54.9% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |