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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 | $266,275 | $83,369+219.4% | $105,223+153.1% | $67,986+291.7% |
| Participation rate | 99.4% | 56.3%+43.2pp | 75.0%+24.4pp | 57.2%+42.2pp |
| Annual return | -2.86% | 24.64%-27.5pp | 180.65%-183.5pp | 31.67%-34.5pp |
| Employer contribution / active EE | $12,758 | $2,541+402.1% | $3,689+245.9% | $2,019+532.0% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |