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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 | $5,164 | $58,391-91.2% | $76,667-93.3% | $72,976-92.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 6.03% | 2306.65%-2300.6pp | 1166.74%-1160.7pp | 81.02%-75.0pp |
| Employer contribution / active EE | $1,312 | $1,787-26.6% | $2,303-43.0% | $2,440-46.2% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $211 | $4,014-94.7% | $6,423-96.7% | $5,124-95.9% |