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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 | $41,871 | $63,346-33.9% | $92,240-54.6% | $70,126-40.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | -3.95% | 530.19%-534.1pp | 176.29%-180.2pp | 73.15%-77.1pp |
| Employer contribution / active EE | $17,450 | $2,471+606.1% | $3,680+374.2% | $2,343+644.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $204 | $3,841-94.7% | $5,194-96.1% | $4,645-95.6% |