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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 | $326,020 | $64,890+402.4% | $134,172+143.0% | $67,986+379.5% |
| Participation rate | 100.0% | 48.5%+51.5pp | 72.5%+27.5pp | 57.2%+42.8pp |
| Annual return | 1.45% | 16.12%-14.7pp | 25.30%-23.8pp | 31.67%-30.2pp |
| Employer contribution / active EE | $12,942 | $1,360+851.8% | $3,420+278.4% | $2,019+541.1% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $4,690-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,140-100.0% | $12,016-100.0% | $3,203-100.0% |