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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 | $8,262 | $106,749-92.3% | $145,433-94.3% | $82,448-90.0% |
| Participation rate | 89.4% | 75.6%+13.7pp | 82.1%+7.2pp | 68.1%+21.3pp |
| Annual return | 18.75% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,317 | $3,444-61.8% | $4,554-71.1% | $2,551-48.4% |
| Participant deferral / active EE | $2,223 | $6,519-65.9% | $7,897-71.9% | $4,139-46.3% |
| Admin fee / account holder | $214 | $8,390-97.5% | $13,129-98.4% | $7,234-97.0% |