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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 | $72,636 | $98,982-26.6% | $162,185-55.2% | $65,186+11.4% |
| Participation rate | 93.8% | 85.8%+8.0pp | 87.6%+6.2pp | 70.2%+23.6pp |
| Annual return | 9.07% | 24.84%-15.8pp | 115.61%-106.5pp | 29.39%-20.3pp |
| Employer contribution / active EE | $3,987 | $3,467+15.0% | $5,613-29.0% | $2,177+83.2% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |