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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 | $80,674+230.1% | $119,126+123.5% | $64,340+313.9% |
| Participation rate | 99.4% | 55.2%+44.2pp | 75.8%+23.7pp | 55.2%+44.2pp |
| Annual return | -2.86% | 26.86%-29.7pp | 282.11%-285.0pp | 24.14%-27.0pp |
| Employer contribution / active EE | $12,758 | $2,564+397.5% | $4,034+216.3% | $1,862+585.3% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |