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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 | $133,525 | $86,341+54.6% | $125,195+6.7% | $65,186+104.8% |
| Participation rate | 99.1% | 75.3%+23.8pp | 79.8%+19.3pp | 70.2%+28.9pp |
| Annual return | 23.47% | 27.44%-4.0pp | 43.79%-20.3pp | 29.39%-5.9pp |
| Employer contribution / active EE | $4,985 | $2,040+144.4% | $3,866+28.9% | $2,177+129.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |