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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 | $2,441 | $76,112-96.8% | $96,544-97.5% | $71,529-96.6% |
| Participation rate | 98.3% | 74.4%+23.9pp | 76.0%+22.3pp | 67.9%+30.3pp |
| Annual return | 43.69% | 22.80%+20.9pp | 25.88%+17.8pp | 28.97%+14.7pp |
| Employer contribution / active EE | $1,127 | $2,248-49.9% | $2,966-62.0% | $2,590-56.5% |
| Participant deferral / active EE | $932 | $4,217-77.9% | $4,851-80.8% | $4,291-78.3% |
| Admin fee / account holder | $55 | $2,708-98.0% | $8,254-99.3% | $1,588-96.5% |