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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 | $4,728 | $61,125-92.3% | $94,057-95.0% | $87,485-94.6% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 8.80% | 35.20%-26.4pp | 480.62%-471.8pp | 26.06%-17.3pp |
| Employer contribution / active EE | $921 | $2,136-56.9% | $2,933-68.6% | $2,596-64.5% |
| Participant deferral / active EE | $1,039 | $3,260-68.1% | $4,709-77.9% | $4,274-75.7% |
| Admin fee / account holder | $67 | $5,629-98.8% | $7,244-99.1% | $7,775-99.1% |