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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 | $6,665 | $53,128-87.5% | $86,582-92.3% | $70,126-90.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.58% | 27.66%-13.1pp | 965.08%-950.5pp | 73.15%-58.6pp |
| Employer contribution / active EE | $2,105 | $2,068+1.8% | $2,839-25.9% | $2,343-10.1% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $108 | $3,584-97.0% | $4,904-97.8% | $4,645-97.7% |