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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 | $44,648 | $52,306-14.6% | $69,779-36.0% | $62,881-29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 4.18% | 13.35%-9.2pp | 12.99%-8.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $5,180 | $1,799+187.9% | $2,338+121.5% | $2,281+127.1% |
| Participant deferral / active EE | $2,895 | $2,395+20.9% | $2,931-1.2% | $3,203-9.6% |
| Admin fee / account holder | $153 | $3,691-95.9% | $4,381-96.5% | $4,296-96.4% |