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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 | $9,282 | $93,617-90.1% | $135,982-93.2% | $75,177-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | -32.93% | 30.89%-63.8pp | 68.32%-101.3pp | 160.75%-193.7pp |
| Employer contribution / active EE | $1,182 | $3,538-66.6% | $4,859-75.7% | $2,671-55.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $47 | $6,980-99.3% | $10,767-99.6% | $5,651-99.2% |