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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 | $11,443 | $91,198-87.5% | $178,503-93.6% | $79,856-85.7% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 31.05% | 24.20%+6.9pp | 151.12%-120.1pp | 31.71%-0.7pp |
| Employer contribution / active EE | $1,353 | $3,257-58.5% | $5,011-73.0% | $2,471-45.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $67 | $6,748-99.0% | $13,987-99.5% | $5,306-98.7% |