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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 | $1,032 | $42,917-97.6% | $60,899-98.3% | $68,495-98.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.85% | -13.99%-4.9pp | 16.92%-35.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $499 | $1,979-74.8% | $2,702-81.5% | $2,596-80.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |