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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,113 | $81,494-95.0% | $133,978-96.9% | $73,497-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 334.94% | 19.40%+315.5pp | 45.10%+289.8pp | 28.51%+306.4pp |
| Employer contribution / active EE | $1,588 | $2,210-28.1% | $3,919-59.5% | $2,270-30.0% |
| Participant deferral / active EE | $2,068 | $3,787-45.4% | $5,047-59.0% | $3,740-44.7% |
| Admin fee / account holder | $7 | $713-99.1% | $8,930-99.9% | $513-98.7% |