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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 | $10,984 | $53,837-79.6% | $75,714-85.5% | $85,847-87.2% |
| Participation rate | 98.6% | 69.1%+29.5pp | 74.8%+23.7pp | 69.3%+29.3pp |
| Annual return | 11.38% | 24.54%-13.2pp | 104.62%-93.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $451 | $2,017-77.6% | $2,744-83.6% | $2,565-82.4% |
| Participant deferral / active EE | $1,027 | $2,895-64.5% | $3,820-73.1% | $3,952-74.0% |
| Admin fee / account holder | $161 | $3,339-95.2% | $3,619-95.5% | $6,261-97.4% |