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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 | $7,611 | $80,748-90.6% | $102,383-92.6% | $74,429-89.8% |
| Participation rate | 95.6% | 65.7%+29.9pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | -96.61% | 27.57%-124.2pp | 24.94%-121.5pp | 1368.38%-1465.0pp |
| Employer contribution / active EE | $7,825 | $3,159+147.7% | $3,870+102.2% | $2,625+198.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |