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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 | $5,591 | $75,962-92.6% | $154,111-96.4% | $64,173-91.3% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -12.00% | 30.32%-42.3pp | 735.18%-747.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $921 | $3,350-72.5% | $5,298-82.6% | $2,381-61.3% |
| Participant deferral / active EE | $2,131 | $3,175-32.9% | $5,081-58.1% | $3,470-38.6% |
| Admin fee / account holder | $183 | $5,589-96.7% | $13,411-98.6% | $4,887-96.3% |