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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 | $379,650 | $60,165+531.0% | $74,184+411.8% | $55,167+588.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 2.24% | 10.00%-7.8pp | 17.74%-15.5pp | 169.23%-167.0pp |
| Employer contribution / active EE | $23,040 | $1,600+1340.3% | $2,370+872.1% | $1,963+1074.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $50 | $419-88.0% | $5,586-99.1% | $504-90.0% |