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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 | $65,122+400.6% | $135,792+140.1% | $64,097+408.6% |
| Participation rate | 100.0% | 47.1%+52.9pp | 72.6%+27.4pp | 55.2%+44.8pp |
| Annual return | 1.45% | 14.53%-13.1pp | 25.96%-24.5pp | 34.64%-33.2pp |
| Employer contribution / active EE | $12,942 | $1,280+910.9% | $3,496+270.2% | $1,891+584.2% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $4,759-100.0% | $3,080-100.0% |
| Admin fee / account holder | $0 | $3,120-100.0% | $12,266-100.0% | $3,454-100.0% |