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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,891 | $52,353-94.5% | $120,225-97.6% | $82,448-96.5% |
| Participation rate | 80.0% | 58.3%+21.7pp | 69.6%+10.4pp | 68.1%+11.9pp |
| Annual return | 23.44% | 61.85%-38.4pp | 439.23%-415.8pp | 41.64%-18.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,055 | $2,627-59.8% | $3,999-73.6% | $4,139-74.5% |
| Admin fee / account holder | $34 | $4,363-99.2% | $5,696-99.4% | $7,234-99.5% |