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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $104,690 | $82,674+26.6% | $125,381-16.5% | $68,486+52.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 42.67% | -5.97%+48.6pp | 572.31%-529.6pp | -7.85%+50.5pp |
| Employer contribution / active EE | $533 | $3,382-84.2% | $4,815-88.9% | $2,597-79.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $111 | $6,277-98.2% | $10,007-98.9% | $5,404-97.9% |