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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 | $35,420 | $87,878-59.7% | $97,411-63.6% | $82,637-57.1% |
| Participation rate | 95.9% | 75.6%+20.3pp | 80.4%+15.5pp | 68.1%+27.8pp |
| Annual return | 12.62% | 54.63%-42.0pp | 34.72%-22.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,571 | $3,800-6.0% | $4,210-15.2% | $2,552+39.9% |
| Participant deferral / active EE | $6,557 | $5,525+18.7% | $5,886+11.4% | $4,126+58.9% |
| Admin fee / account holder | $0 | $6,743-100.0% | $7,145-100.0% | $7,339-100.0% |