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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 | $14,646 | $80,992-81.9% | $96,534-84.8% | $75,173-80.5% |
| Participation rate | 91.7% | 71.8%+19.9pp | 76.0%+15.7pp | 67.2%+24.5pp |
| Annual return | 17.28% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $4,345 | $2,283+90.4% | $2,965+46.5% | $2,671+62.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $113 | $6,717-98.3% | $8,253-98.6% | $5,651-98.0% |