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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 | $18,248 | $70,587-74.1% | $124,694-85.4% | $85,851-78.7% |
| Participation rate | 97.8% | 64.4%+33.4pp | 74.6%+23.2pp | 69.3%+28.5pp |
| Annual return | -31.31% | 20688.83%-20720.1pp | 5144.82%-5176.1pp | 318.63%-349.9pp |
| Employer contribution / active EE | $3,481 | $1,913+81.9% | $3,325+4.7% | $2,565+35.7% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,495-100.0% | $6,261-100.0% |