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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 | $16,034 | $63,156-74.6% | $122,354-86.9% | $62,293-74.3% |
| Participation rate | 94.5% | 60.0%+34.5pp | 71.6%+22.9pp | 69.5%+25.0pp |
| Annual return | 50.31% | 20.61%+29.7pp | 30.28%+20.0pp | 28.90%+21.4pp |
| Employer contribution / active EE | $1,977 | $1,385+42.8% | $4,051-51.2% | $2,042-3.2% |
| Participant deferral / active EE | $2,045 | $2,321-11.9% | $3,287-37.8% | $3,169-35.5% |
| Admin fee / account holder | $164 | $440-62.7% | $5,479-97.0% | $479-65.7% |