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Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,670 | $91,179-64.2% | $178,499-81.7% | $79,852-59.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.75% | 24.19%-19.4pp | 151.10%-146.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $1,021 | $3,256-68.7% | $5,011-79.6% | $2,471-58.7% |
| Participant deferral / active EE | $5,603 | $3,236+73.2% | $5,202+7.7% | $3,740+49.8% |
| Admin fee / account holder | $172 | $6,749-97.5% | $13,986-98.8% | $5,306-96.8% |