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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 | $28,179 | $37,436-24.7% | $77,513-63.6% | $79,858-64.7% |
| Participation rate | 91.1% | 41.5%+49.5pp | 54.2%+36.9pp | 69.6%+21.4pp |
| Annual return | 8.79% | 39.75%-31.0pp | 54.81%-46.0pp | 31.72%-22.9pp |
| Employer contribution / active EE | $2,330 | $637+265.7% | $987+136.1% | $2,471-5.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $228 | $2,505-90.9% | $2,859-92.0% | $5,306-95.7% |