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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 | $21,993 | $67,602-67.5% | $82,312-73.3% | $70,126-68.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 41.67% | 21.57%+20.1pp | 25.88%+15.8pp | 73.15%-31.5pp |
| Employer contribution / active EE | $2,086 | $1,755+18.9% | $2,428-14.1% | $2,343-10.9% |
| Participant deferral / active EE | $4,722 | $2,987+58.1% | $3,706+27.4% | $3,332+41.7% |
| Admin fee / account holder | $1 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |