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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 | $80,781-90.6% | $102,437-92.6% | $74,478-89.8% |
| Participation rate | 95.6% | 65.7%+29.9pp | 74.5%+21.1pp | 67.2%+28.4pp |
| Annual return | -96.61% | 27.58%-124.2pp | 24.95%-121.6pp | 1370.56%-1467.2pp |
| Employer contribution / active EE | $7,825 | $3,160+147.6% | $3,871+102.1% | $2,626+197.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |