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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 | $174,847 | $106,247+64.6% | $147,096+18.9% | $77,714+125.0% |
| Participation rate | 99.5% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 13.28% | 56.87%-43.6pp | 419.75%-406.5pp | 31.26%-18.0pp |
| Employer contribution / active EE | $6,143 | $4,069+51.0% | $4,936+24.5% | $2,727+125.3% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |