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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 | $3,845 | $39,028-90.1% | $80,741-95.2% | $85,856-95.5% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 8.06% | 26.31%-18.3pp | 87.30%-79.2pp | 318.58%-310.5pp |
| Employer contribution / active EE | $1,559 | $722+115.9% | $1,160+34.4% | $2,565-39.2% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $39 | $2,429-98.4% | $3,380-98.8% | $6,261-99.4% |