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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 | $12,119 | $58,587-79.3% | $83,322-85.5% | $64,173-81.1% |
| Participation rate | 93.9% | 72.0%+21.9pp | 77.8%+16.1pp | 69.6%+24.3pp |
| Annual return | -16.54% | 9.65%-26.2pp | 10.64%-27.2pp | 7.63%-24.2pp |
| Employer contribution / active EE | $2,219 | $2,098+5.8% | $3,379-34.3% | $2,381-6.8% |
| Participant deferral / active EE | $5,685 | $4,654+22.1% | $5,565+2.2% | $3,470+63.8% |
| Admin fee / account holder | $254 | $9,279-97.3% | $7,540-96.6% | $4,887-94.8% |