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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 | $80,731-59.7% | $103,374-68.5% | $74,546-56.3% |
| Participation rate | 96.1% | 65.7%+30.5pp | 74.5%+21.6pp | 67.2%+28.9pp |
| Annual return | -99.48% | 27.56%-127.0pp | 24.89%-124.4pp | 1366.03%-1465.5pp |
| Employer contribution / active EE | $25,852 | $3,158+718.7% | $3,869+568.1% | $2,624+885.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |