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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,050 | $47,105-70.2% | $68,368-79.4% | $67,986-79.3% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 21.68% | 48.37%-26.7pp | 292.57%-270.9pp | 31.67%-10.0pp |
| Employer contribution / active EE | $561 | $1,859-69.8% | $2,649-78.8% | $2,019-72.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $57 | $2,435-97.7% | $5,150-98.9% | $3,203-98.2% |