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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 | $14,086 | $60,349-76.7% | $74,184-81.0% | $62,881-77.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.61% | 21.38%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,283 | $1,680-23.7% | $2,370-45.9% | $2,281-43.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $255 | $4,261-94.0% | $5,586-95.4% | $4,296-94.1% |