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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 | $28,624-97.2% | $53,647-98.5% | $82,637-99.0% |
| Participation rate | 88.1% | 47.3%+40.9pp | 56.3%+31.9pp | 68.1%+20.1pp |
| Annual return | 29.14% | 664.98%-635.8pp | 358.33%-329.2pp | 53.51%-24.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $995 | $1,196-16.8% | $1,813-45.1% | $4,126-75.9% |
| Admin fee / account holder | $56 | $2,022-97.2% | $2,460-97.7% | $7,339-99.2% |