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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 | $3,507 | $48,053-92.7% | $84,628-95.9% | $72,975-95.2% |
| Participation rate | 90.0% | 57.6%+32.4pp | 68.2%+21.8pp | 69.5%+20.5pp |
| Annual return | 9.41% | 37.39%-28.0pp | 258.80%-249.4pp | 81.01%-71.6pp |
| Employer contribution / active EE | $4,167 | $1,602+160.1% | $2,653+57.1% | $2,440+70.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23 | $3,395-99.3% | $4,914-99.5% | $5,124-99.5% |