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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 | $80,781+233.1% | $102,437+162.7% | $74,478+261.3% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | -1.53% | 27.58%-29.1pp | 24.95%-26.5pp | 1370.56%-1372.1pp |
| Employer contribution / active EE | $4,067 | $3,160+28.7% | $3,871+5.1% | $2,626+54.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |