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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 | $56,060-44.7% | $76,002-59.2% | $80,874-61.7% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | -30.89% | 20.54%-51.4pp | 360.07%-391.0pp | 35.62%-66.5pp |
| Employer contribution / active EE | $11,529 | $1,873+515.4% | $2,688+328.9% | $2,756+318.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $5,237-100.0% | $6,414-100.0% | $6,935-100.0% |