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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 | $357,977 | $104,699+241.9% | $130,062+175.2% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | -13.29% | 12.02%-25.3pp | -137.37%+124.1pp | - |
| Employer contribution / active EE | $10,029 | $2,071+384.3% | $4,322+132.0% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,821-100.0% | - |
| Admin fee / account holder | $0 | $5,899-100.0% | $10,601-100.0% | - |