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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,800 | $54,717-93.1% | $86,216-95.6% | $71,511-94.7% |
| Participation rate | 92.2% | 60.1%+32.1pp | 69.0%+23.2pp | 67.9%+24.2pp |
| Annual return | -86.89% | 20.07%-107.0pp | 1169.42%-1256.3pp | 28.86%-115.7pp |
| Employer contribution / active EE | $3,162 | $1,267+149.6% | $2,382+32.8% | $2,589+22.1% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |