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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 | $5,550 | $47,977-88.4% | $154,108-96.4% | $56,289-90.1% |
| Participation rate | 76.5% | 66.2%+10.3pp | 83.0%-6.6pp | 69.9%+6.6pp |
| Annual return | -11.97% | 3.54%-15.5pp | 735.21%-747.2pp | -9.96%-2.0pp |
| Employer contribution / active EE | $636 | $2,169-70.7% | $5,298-88.0% | $2,111-69.9% |
| Participant deferral / active EE | $1,389 | $2,392-41.9% | $5,081-72.7% | $3,350-58.5% |
| Admin fee / account holder | $215 | $438-51.0% | $13,411-98.4% | $521-58.8% |