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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 | $68,607+375.2% | $147,027+121.7% | $64,340+406.7% |
| Participation rate | 100.0% | 50.4%+49.6pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 1.45% | 13.75%-12.3pp | 20.23%-18.8pp | 24.14%-22.7pp |
| Employer contribution / active EE | $12,942 | $1,554+732.6% | $3,626+256.9% | $1,862+595.2% |
| Participant deferral / active EE | $0 | $2,402-100.0% | $4,933-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,287-100.0% | $12,223-100.0% | $3,703-100.0% |