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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 | $56,605 | $71,523-20.9% | $98,461-42.5% | $71,511-20.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | -11.13% | 32.43%-43.6pp | 21.17%-32.3pp | 28.86%-40.0pp |
| Employer contribution / active EE | $2,992 | $2,399+24.7% | $3,049-1.9% | $2,589+15.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |