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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 | $32,558 | $80,781-59.7% | $102,437-68.2% | $74,478-56.3% |
| Participation rate | 96.1% | 65.7%+30.5pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | -99.48% | 27.58%-127.1pp | 24.95%-124.4pp | 1370.56%-1470.0pp |
| Employer contribution / active EE | $25,852 | $3,160+718.1% | $3,871+567.9% | $2,626+884.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |