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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 | $84,905 | $93,617-9.3% | $135,982-37.6% | $75,177+12.9% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.8pp | 67.2%+28.5pp |
| Annual return | -9.41% | 30.89%-40.3pp | 68.32%-77.7pp | 160.75%-170.2pp |
| Employer contribution / active EE | $35,801 | $3,538+911.8% | $4,859+636.8% | $2,671+1240.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |