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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 | $45,227 | $63,346-28.6% | $92,240-51.0% | $70,126-35.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.16% | 530.19%-524.0pp | 176.29%-170.1pp | 73.15%-67.0pp |
| Employer contribution / active EE | $3,147 | $2,471+27.3% | $3,680-14.5% | $2,343+34.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $232 | $3,841-94.0% | $5,194-95.5% | $4,645-95.0% |