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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 | $13,605 | $106,236-87.2% | $112,249-87.9% | $64,819-79.0% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.1%+23.7pp | 71.5%+27.3pp |
| Annual return | 2270.70% | -6.02%+2276.7pp | 27.48%+2243.2pp | 32.84%+2237.9pp |
| Employer contribution / active EE | $5,359 | $3,166+69.3% | $3,636+47.4% | $2,507+113.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |