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Employer 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 | $13,642 | $42,546-67.9% | $71,796-81.0% | $55,167-75.3% |
| Participation rate | 88.9% | 59.1%+29.8pp | 69.1%+19.8pp | 69.0%+19.9pp |
| Annual return | 6699.09% | 12.36%+6686.7pp | 78.04%+6621.1pp | 169.23%+6529.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,525 | $2,064+22.3% | $2,794-9.7% | $3,054-17.3% |
| Admin fee / account holder | $107 | $650-83.5% | $4,815-97.8% | $504-78.8% |