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Participant contribution per participant 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 | $149,649 | $98,982+51.2% | $162,185-7.7% | $65,186+129.6% |
| Participation rate | 98.4% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.2pp |
| Annual return | 20.10% | 24.84%-4.7pp | 115.61%-95.5pp | 29.39%-9.3pp |
| Employer contribution / active EE | $4,360 | $3,467+25.8% | $5,613-22.3% | $2,177+100.3% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |