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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 | $63,925 | $85,766-25.5% | $136,298-53.1% | $70,126-8.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.57% | 31.46%-23.9pp | 5156.27%-5148.7pp | 73.15%-65.6pp |
| Employer contribution / active EE | $809 | $2,966-72.7% | $4,696-82.8% | $2,343-65.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $263 | $5,421-95.2% | $9,244-97.2% | $4,645-94.3% |