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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 | $7,702 | $89,370-91.4% | $141,197-94.5% | $72,976-89.4% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 25.45% | 111.88%-86.4pp | 71.41%-46.0pp | 81.02%-55.6pp |
| Employer contribution / active EE | $4,348 | $3,115+39.6% | $4,736-8.2% | $2,440+78.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $82 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |