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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 | $7,360 | $89,652-91.8% | $141,197-94.8% | $65,186-88.7% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.5%+14.1pp | 70.2%+26.4pp |
| Annual return | 0.25% | 32.79%-32.5pp | 71.41%-71.2pp | 29.39%-29.1pp |
| Employer contribution / active EE | $6,061 | $3,065+97.8% | $4,736+28.0% | $2,177+178.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,265-100.0% | $847-100.0% |