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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 | $36,961 | $58,320-36.6% | $86,438-57.2% | $66,938-44.8% |
| Participation rate | 73.8% | 78.6%-4.8pp | 80.3%-6.6pp | 69.8%+4.0pp |
| Annual return | -18.38% | -9.71%-8.7pp | 4397.19%-4415.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,651 | $2,615+1.4% | $3,769-29.7% | $2,545+4.1% |
| Participant deferral / active EE | $6,052 | $6,899-12.3% | $6,952-12.9% | $4,238+42.8% |
| Admin fee / account holder | $160 | $546-70.8% | $6,733-97.6% | $594-73.1% |