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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 | $4,168 | $153,311-97.3% | $109,313-96.2% | $273,972-98.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.43% | 29.86%-24.4pp | 22.07%-16.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $485 | $5,619-91.4% | $3,892-87.5% | $4,869-90.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $222 | $8,076-97.3% | $5,666-96.1% | $10,133-97.8% |