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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 | $7,776 | $75,962-89.8% | $154,108-95.0% | $64,173-87.9% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.2pp |
| Annual return | 26082.11% | 30.32%+26051.8pp | 735.21%+25346.9pp | 7.63%+26074.5pp |
| Employer contribution / active EE | $750 | $3,350-77.6% | $5,298-85.8% | $2,381-68.5% |
| Participant deferral / active EE | $1,195 | $3,175-62.4% | $5,081-76.5% | $3,470-65.6% |
| Admin fee / account holder | $46 | $5,589-99.2% | $13,411-99.7% | $4,887-99.1% |