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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 | $8,668 | $63,082-86.3% | $81,716-89.4% | $79,852-89.1% |
| Participation rate | 96.5% | 67.5%+28.9pp | 72.0%+24.5pp | 69.6%+26.8pp |
| Annual return | 2.86% | 22.66%-19.8pp | 29.49%-26.6pp | 31.72%-28.9pp |
| Employer contribution / active EE | $1,176 | $1,795-34.5% | $4,310-72.7% | $2,471-52.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $120 | $4,428-97.3% | $5,159-97.7% | $5,306-97.7% |