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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 | $340,989 | $42,901+694.8% | $91,215+273.8% | $64,829+426.0% |
| Participation rate | 99.0% | 68.1%+30.9pp | 73.2%+25.8pp | 71.5%+27.5pp |
| Annual return | -27.06% | -13.53%-13.5pp | 114.15%-141.2pp | 32.85%-59.9pp |
| Employer contribution / active EE | $739 | $1,571-53.0% | $2,852-74.1% | $2,507-70.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,424-100.0% | $188-100.0% |