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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 | $81,957 | $101,591-19.3% | $147,096-44.3% | $74,429+10.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -5.82% | 8746.45%-8752.3pp | 419.75%-425.6pp | 1368.38%-1374.2pp |
| Employer contribution / active EE | $7,643 | $3,813+100.5% | $4,936+54.8% | $2,625+191.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $14 | $1,750-99.2% | $13,005-99.9% | $1,944-99.3% |