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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 | $61,265 | $52,967+15.7% | $172,753-64.5% | $65,186-6.0% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | -1.13% | 30.12%-31.3pp | 803.00%-804.1pp | 29.39%-30.5pp |
| Employer contribution / active EE | $9,777 | $2,190+346.4% | $5,144+90.1% | $2,177+349.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |