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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 | $113,778 | $75,183+51.3% | $123,894-8.2% | $55,167+106.2% |
| Participation rate | 78.9% | 72.8%+6.1pp | 81.4%-2.5pp | 69.0%+10.0pp |
| Annual return | -7.12% | 19.01%-26.1pp | 47.52%-54.6pp | 169.23%-176.4pp |
| Employer contribution / active EE | $9,659 | $2,823+242.1% | $4,617+109.2% | $1,963+392.2% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |