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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.
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 | $316,420 | $79,181+299.6% | $102,423+208.9% | $74,429+325.1% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 8.35% | 54.97%-46.6pp | 29.42%-21.1pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $13,959 | $2,362+491.1% | $3,023+361.8% | $2,625+431.8% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |