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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,347 | $77,638-89.2% | $156,551-94.7% | $62,881-86.7% |
| Participation rate | 93.5% | 71.2%+22.3pp | 84.0%+9.5pp | 69.3%+24.2pp |
| Annual return | 5.33% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,904 | $3,444-44.7% | $5,501-65.4% | $2,281-16.5% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $297 | $5,561-94.7% | $13,028-97.7% | $4,296-93.1% |