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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 | $3,606 | $85,766-95.8% | $136,298-97.4% | $70,126-94.9% |
| Participation rate | 95.9% | 74.2%+21.7pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | -138.64% | 31.46%-170.1pp | 5156.27%-5294.9pp | 73.15%-211.8pp |
| Employer contribution / active EE | $12,646 | $2,966+326.3% | $4,696+169.3% | $2,343+439.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |