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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 | $29,343 | $85,766-65.8% | $136,298-78.5% | $70,126-58.2% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 1.40% | 31.46%-30.1pp | 5156.27%-5154.9pp | 73.15%-71.7pp |
| Employer contribution / active EE | $3,832 | $2,966+29.2% | $4,696-18.4% | $2,343+63.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |