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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 | $804 | $36,948-97.8% | $73,658-98.9% | $87,485-99.1% |
| Participation rate | 88.1% | 46.8%+41.3pp | 57.0%+31.1pp | 68.9%+19.2pp |
| Annual return | 29.14% | 28.64%+0.5pp | 29.72%-0.6pp | 26.06%+3.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $995 | $1,379-27.8% | $2,062-51.7% | $4,274-76.7% |
| Admin fee / account holder | $56 | $2,531-97.8% | $3,357-98.3% | $7,775-99.3% |