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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 | $31,001 | $55,902-44.5% | $76,030-59.2% | $80,959-61.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | -30.89% | 20.59%-51.5pp | 361.54%-392.4pp | 35.67%-66.6pp |
| Employer contribution / active EE | $11,529 | $1,867+517.6% | $2,688+329.0% | $2,757+318.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |