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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 | $3,372 | $58,587-94.2% | $83,322-96.0% | $64,173-94.7% |
| Participation rate | 94.3% | 72.0%+22.3pp | 77.8%+16.5pp | 69.6%+24.7pp |
| Annual return | -16.53% | 9.65%-26.2pp | 10.64%-27.2pp | 7.63%-24.2pp |
| Employer contribution / active EE | $820 | $2,098-60.9% | $3,379-75.7% | $2,381-65.5% |
| Participant deferral / active EE | $2,246 | $4,654-51.7% | $5,565-59.6% | $3,470-35.3% |
| Admin fee / account holder | $126 | $9,279-98.6% | $7,540-98.3% | $4,887-97.4% |