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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 | $80,674+165.3% | $119,126+79.7% | $64,340+232.7% |
| Participation rate | 97.8% | 55.2%+42.6pp | 75.8%+22.1pp | 55.2%+42.6pp |
| Annual return | 5.51% | 26.86%-21.4pp | 282.11%-276.6pp | 24.14%-18.6pp |
| Employer contribution / active EE | $16,549 | $2,564+545.4% | $4,034+310.3% | $1,862+788.9% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,559-100.0% | $10,693-100.0% | $3,703-100.0% |