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Participant 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 | $4,712 | $55,453-91.5% | $170,435-97.2% | $62,293-92.4% |
| Participation rate | 92.3% | 66.4%+25.9pp | 83.6%+8.7pp | 69.5%+22.7pp |
| Annual return | 32.44% | 21.38%+11.1pp | 205.94%-173.5pp | 28.90%+3.5pp |
| Employer contribution / active EE | $434 | $2,164-79.9% | $5,432-92.0% | $2,042-78.7% |
| Participant deferral / active EE | $569 | $2,303-75.3% | $4,939-88.5% | $3,169-82.0% |
| Admin fee / account holder | $8 | $455-98.3% | $13,881-99.9% | $479-98.4% |