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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 | $4,167 | $47,977-91.3% | $154,114-97.3% | $56,287-92.6% |
| Participation rate | 90.4% | 66.2%+24.2pp | 83.0%+7.4pp | 69.9%+20.6pp |
| Annual return | -12.37% | 3.54%-15.9pp | 735.16%-747.5pp | -9.96%-2.4pp |
| Employer contribution / active EE | $959 | $2,169-55.8% | $5,298-81.9% | $2,111-54.6% |
| Participant deferral / active EE | $1,753 | $2,392-26.7% | $5,081-65.5% | $3,350-47.7% |
| Admin fee / account holder | $294 | $438-32.9% | $13,411-97.8% | $521-43.6% |