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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 | $4,396 | $91,536-95.2% | $130,062-96.6% | $75,177-94.2% |
| Participation rate | 93.0% | 71.5%+21.5pp | 78.5%+14.5pp | 67.2%+25.8pp |
| Annual return | 11.48% | -631.62%+643.1pp | -137.37%+148.9pp | 160.75%-149.3pp |
| Employer contribution / active EE | $1,069 | $2,845-62.4% | $4,322-75.3% | $2,671-60.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $36 | $6,780-99.5% | $10,601-99.7% | $5,651-99.4% |