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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 | $8,568 | $55,636-84.6% | $81,982-89.5% | $73,497-88.3% |
| Participation rate | 92.2% | 62.3%+29.9pp | 69.3%+22.9pp | 70.7%+21.5pp |
| Annual return | 15.22% | 19.07%-3.8pp | 41.31%-26.1pp | 28.51%-13.3pp |
| Employer contribution / active EE | $490 | $1,625-69.8% | $2,498-80.4% | $2,270-78.4% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |