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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 | $15,686 | $67,602-76.8% | $82,312-80.9% | $70,126-77.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -5.27% | 21.57%-26.8pp | 25.88%-31.2pp | 73.15%-78.4pp |
| Employer contribution / active EE | $950 | $1,755-45.9% | $2,428-60.9% | $2,343-59.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $208 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |