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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 | $5,921 | $81,358-92.7% | $155,556-96.2% | $80,959-92.7% |
| Participation rate | 98.7% | 66.3%+32.4pp | 78.2%+20.5pp | 67.7%+31.0pp |
| Annual return | 8.41% | 33.39%-25.0pp | 64.84%-56.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,330 | $3,106-57.2% | $4,675-71.5% | $2,757-51.8% |
| Participant deferral / active EE | $943 | $3,455-72.7% | $5,631-83.2% | $4,300-78.1% |
| Admin fee / account holder | $166 | $7,994-97.9% | $15,885-99.0% | $6,925-97.6% |