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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 | $29,833 | $95,415-68.7% | $185,851-83.9% | $85,851-65.2% |
| Participation rate | 95.7% | 68.8%+26.9pp | 81.7%+14.0pp | 69.3%+26.4pp |
| Annual return | -22.75% | 23.59%-46.3pp | 122.11%-144.9pp | 318.63%-341.4pp |
| Employer contribution / active EE | $8,439 | $3,314+154.7% | $5,168+63.3% | $2,565+229.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |