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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 | $2,505 | $65,125-96.2% | $143,797-98.3% | $66,949-96.3% |
| Participation rate | 75.0% | 65.2%+9.8pp | 80.3%-5.3pp | 69.8%+5.2pp |
| Annual return | -23.67% | -11.13%-12.5pp | -0.04%-23.6pp | 1.57%-25.2pp |
| Employer contribution / active EE | $576 | $2,362-75.6% | $4,952-88.4% | $2,545-77.4% |
| Participant deferral / active EE | $962 | $2,920-67.1% | $5,638-82.9% | $4,239-77.3% |
| Admin fee / account holder | $18 | $503-96.5% | $14,679-99.9% | $594-97.0% |