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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,603 | $106,164-78.7% | $147,041-84.6% | $77,692-70.9% |
| Participation rate | 84.8% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 59.51% | 56.81%+2.7pp | 419.21%-359.7pp | 31.25%+28.3pp |
| Employer contribution / active EE | $2,064 | $4,066-49.2% | $4,935-58.2% | $2,726-24.3% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |