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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 | $272,207 | $58,336+366.6% | $97,295+179.8% | $200,096+36.0% |
| Participation rate | 98.6% | 63.8%+34.9pp | 72.7%+26.0pp | 72.0%+26.6pp |
| Annual return | -16.47% | 32.81%-49.3pp | 75.62%-92.1pp | 34.26%-50.7pp |
| Employer contribution / active EE | $965 | $1,416-31.9% | $2,723-64.6% | $3,038-68.2% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,646-100.0% | $269-100.0% |