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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 | $3,337 | $55,449-94.0% | $83,850-96.0% | $56,287-94.1% |
| Participation rate | 91.5% | 68.0%+23.5pp | 76.1%+15.3pp | 69.9%+21.6pp |
| Annual return | -46.69% | -1.38%-45.3pp | 850.92%-897.6pp | -9.96%-36.7pp |
| Employer contribution / active EE | $1,510 | $2,430-37.9% | $3,631-58.4% | $2,111-28.5% |
| Participant deferral / active EE | $1,994 | $2,935-32.1% | $4,082-51.1% | $3,350-40.5% |
| Admin fee / account holder | $60 | $656-90.8% | $5,478-98.9% | $521-88.4% |