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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 | $71,255 | $71,873-0.9% | $86,698-17.8% | $68,490+4.0% |
| Participation rate | 96.7% | 72.2%+24.5pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -28.42% | 3.54%-32.0pp | 35.96%-64.4pp | -7.85%-20.6pp |
| Employer contribution / active EE | $13,778 | $2,173+533.9% | $2,837+385.7% | $2,597+430.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |