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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 | $643 | $85,171-99.2% | $172,752-99.6% | $72,975-99.1% |
| Participation rate | 93.0% | 70.1%+22.9pp | 82.6%+10.3pp | 69.5%+23.5pp |
| Annual return | 2.99% | 27.32%-24.3pp | 802.97%-800.0pp | 81.01%-78.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |