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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 | $193,065 | $56,438+242.1% | $76,902+151.1% | $71,529+169.9% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 12.79% | 19.05%-6.3pp | 37.91%-25.1pp | 28.97%-16.2pp |
| Employer contribution / active EE | $4,333 | $1,864+132.5% | $2,534+71.0% | $2,590+67.3% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,833-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,430-100.0% | $5,479-100.0% | $1,588-100.0% |