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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 | $40,911 | $54,763-25.3% | $90,324-54.7% | $72,976-43.9% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | -8.54% | 30.63%-39.2pp | 78.15%-86.7pp | 81.02%-89.6pp |
| Employer contribution / active EE | $8,635 | $2,093+312.5% | $2,856+202.4% | $2,440+253.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $3,973-100.0% | $5,356-100.0% | $5,124-100.0% |