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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 | $77,094+322.9% | $173,703+87.7% | $69,733+367.5% |
| Participation rate | 100.0% | 55.7%+44.3pp | 75.9%+24.1pp | 62.5%+37.5pp |
| Annual return | 1.45% | 11.44%-10.0pp | 17.46%-16.0pp | 15.22%-13.8pp |
| Employer contribution / active EE | $12,942 | $1,704+659.6% | $4,288+201.8% | $2,250+475.1% |
| Participant deferral / active EE | $0 | $2,355-100.0% | $4,854-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $2,291-100.0% | $15,562-100.0% | $3,102-100.0% |