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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 | $9,434 | $75,183-87.5% | $123,894-92.4% | $55,167-82.9% |
| Participation rate | 99.1% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.1pp |
| Annual return | -16.25% | 19.01%-35.3pp | 47.52%-63.8pp | 169.23%-185.5pp |
| Employer contribution / active EE | $2,871 | $2,823+1.7% | $4,617-37.8% | $1,963+46.3% |
| Participant deferral / active EE | $2,833 | $5,084-44.3% | $5,984-52.7% | $3,054-7.2% |
| Admin fee / account holder | $133 | $663-79.9% | $8,357-98.4% | $504-73.6% |