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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 | $5,394 | $79,867-93.2% | $120,344-95.5% | $64,340-91.6% |
| Participation rate | 84.1% | 63.0%+21.1pp | 76.7%+7.4pp | 55.2%+28.9pp |
| Annual return | 22.50% | 21.10%+1.4pp | 20.30%+2.2pp | 24.14%-1.6pp |
| Employer contribution / active EE | $533 | $1,925-72.3% | $3,020-82.4% | $1,862-71.4% |
| Participant deferral / active EE | $1,070 | $3,593-70.2% | $5,135-79.2% | $2,980-64.1% |
| Admin fee / account holder | $238 | $5,039-95.3% | $12,742-98.1% | $3,703-93.6% |