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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 | $9,607 | $48,053-80.0% | $84,637-88.6% | $72,976-86.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 15.79% | 37.39%-21.6pp | 258.82%-243.0pp | 81.02%-65.2pp |
| Employer contribution / active EE | $5,053 | $1,602+215.4% | $2,653+90.4% | $2,440+107.1% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $147 | $3,395-95.7% | $4,914-97.0% | $5,124-97.1% |