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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 | $8,135 | $55,449-85.3% | $83,831-90.3% | $56,289-85.5% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.3pp | 69.9%+19.6pp |
| Annual return | -10.12% | -1.38%-8.7pp | 850.99%-861.1pp | -9.96%-0.2pp |
| Employer contribution / active EE | $1,202 | $2,430-50.5% | $3,631-66.9% | $2,111-43.1% |
| Participant deferral / active EE | $2,971 | $2,935+1.2% | $4,082-27.2% | $3,350-11.3% |
| Admin fee / account holder | $29 | $656-95.5% | $5,479-99.5% | $521-94.4% |