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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 | $444,355 | $81,474+445.4% | $133,959+231.7% | $73,493+504.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -9.35% | 19.40%-28.8pp | 45.09%-54.4pp | 28.51%-37.9pp |
| Employer contribution / active EE | $38,889 | $2,209+1660.2% | $3,919+892.4% | $2,270+1613.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3 | $713-99.6% | $8,928-100.0% | $513-99.5% |