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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,250 | $72,486-83.1% | $87,103-85.9% | $72,976-83.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -8.86% | 24.46%-33.3pp | 28.19%-37.1pp | 81.02%-89.9pp |
| Employer contribution / active EE | $3,229 | $1,894+70.5% | $2,521+28.1% | $2,440+32.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $153 | $5,055-97.0% | $7,491-98.0% | $5,124-97.0% |