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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 | $4,728 | $51,638-90.8% | $68,368-93.1% | $82,448-94.3% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 8.80% | 37.53%-28.7pp | 292.57%-283.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $921 | $2,047-55.0% | $2,649-65.2% | $2,551-63.9% |
| Participant deferral / active EE | $1,039 | $2,914-64.4% | $4,123-74.8% | $4,139-74.9% |
| Admin fee / account holder | $67 | $4,643-98.5% | $5,150-98.7% | $7,234-99.1% |