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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 | $110,296 | $40,174+174.5% | $84,023+31.3% | $67,582+63.2% |
| Participation rate | 92.8% | 62.7%+30.1pp | 69.0%+23.8pp | 71.3%+21.5pp |
| Annual return | 10.96% | 25.82%-14.9pp | 71.32%-60.4pp | 378.57%-367.6pp |
| Employer contribution / active EE | $3,711 | $808+359.5% | $1,984+87.0% | $2,148+72.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $6,102-100.0% | $142-100.0% |