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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 | $11,459 | $85,766-86.6% | $136,298-91.6% | $70,126-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.10% | 31.46%-16.4pp | 5156.27%-5141.2pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,138 | $2,966-61.6% | $4,696-75.8% | $2,343-51.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $93 | $5,421-98.3% | $9,244-99.0% | $4,645-98.0% |