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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 | $9,202 | $63,346-85.5% | $92,240-90.0% | $70,126-86.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.57% | 530.19%-522.6pp | 176.29%-168.7pp | 73.15%-65.6pp |
| Employer contribution / active EE | $2,672 | $2,471+8.1% | $3,680-27.4% | $2,343+14.1% |
| Participant deferral / active EE | $1,359 | $2,854-52.4% | $3,897-65.1% | $3,332-59.2% |
| Admin fee / account holder | $66 | $3,841-98.3% | $5,194-98.7% | $4,645-98.6% |