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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 | $3,405 | $73,019-95.3% | $90,766-96.2% | $68,490-95.0% |
| Participation rate | 84.7% | 70.8%+13.9pp | 75.7%+9.0pp | 67.9%+16.8pp |
| Annual return | -63.01% | -13.81%-49.2pp | -12.16%-50.9pp | -7.85%-55.2pp |
| Employer contribution / active EE | $1,790 | $2,193-18.3% | $2,922-38.7% | $2,597-31.1% |
| Participant deferral / active EE | $2,793 | $3,626-23.0% | $4,565-38.8% | $4,028-30.7% |
| Admin fee / account holder | $258 | $5,897-95.6% | $8,446-96.9% | $5,403-95.2% |