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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 | $38,647 | $58,493-33.9% | $84,023-54.0% | $72,976-47.0% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 7.10% | 28.93%-21.8pp | 71.32%-64.2pp | 81.02%-73.9pp |
| Employer contribution / active EE | $3,490 | $1,163+200.1% | $1,984+75.9% | $2,440+43.0% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $193 | $4,569-95.8% | $6,102-96.8% | $5,124-96.2% |