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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 | $1,850 | $66,319-97.2% | $93,621-98.0% | $65,186-97.2% |
| Participation rate | 97.4% | 74.0%+23.4pp | 75.8%+21.6pp | 70.2%+27.2pp |
| Annual return | -230.47% | 42.59%-273.1pp | 32.76%-263.2pp | 29.39%-259.9pp |
| Employer contribution / active EE | $6,005 | $2,013+198.4% | $2,719+120.9% | $2,177+175.9% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |