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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 | $29,874 | $106,236-71.9% | $112,263-73.4% | $64,824-53.9% |
| Participation rate | 99.5% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | -49.57% | -6.02%-43.6pp | 27.49%-77.1pp | 32.84%-82.4pp |
| Employer contribution / active EE | $12,418 | $3,167+292.2% | $3,636+241.5% | $2,507+395.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |