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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 | $2,445 | $60,795-96.0% | $69,464-96.5% | $65,185-96.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 13.58% | 17.46%-3.9pp | 28.98%-15.4pp | 29.38%-15.8pp |
| Employer contribution / active EE | $967 | $2,452-60.6% | $2,779-65.2% | $2,177-55.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,536-100.0% | $3,514-100.0% |
| Admin fee / account holder | $22 | $314-93.1% | $3,840-99.4% | $847-97.4% |