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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 | $115,048 | $39,036+194.7% | $80,784+42.4% | $85,851+34.0% |
| Participation rate | 92.4% | 41.6%+50.8pp | 54.2%+38.2pp | 69.3%+23.1pp |
| Annual return | -4.22% | 26.31%-30.5pp | 87.31%-91.5pp | 318.63%-322.9pp |
| Employer contribution / active EE | $5,649 | $722+682.0% | $1,160+386.9% | $2,565+120.2% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |