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Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,222 | $71,192-18.2% | $117,861-50.6% | $62,293-6.5% |
| Participation rate | 96.2% | 74.2%+22.0pp | 79.7%+16.5pp | 69.5%+26.7pp |
| Annual return | 1.37% | 18.66%-17.3pp | 335.11%-333.7pp | 28.90%-27.5pp |
| Employer contribution / active EE | $7,559 | $1,934+290.9% | $3,786+99.6% | $2,042+270.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |