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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 | $214,069 | $83,369+156.8% | $105,223+103.4% | $67,986+214.9% |
| Participation rate | 97.8% | 56.3%+41.5pp | 75.0%+22.8pp | 57.2%+40.6pp |
| Annual return | 5.51% | 24.64%-19.1pp | 180.65%-175.1pp | 31.67%-26.2pp |
| Employer contribution / active EE | $16,549 | $2,541+551.4% | $3,689+348.7% | $2,019+719.8% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |