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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 | $8,583 | $84,236-89.8% | $170,435-95.0% | $70,126-87.8% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 63.89% | 23.06%+40.8pp | 205.94%-142.0pp | 73.15%-9.3pp |
| Employer contribution / active EE | $1,649 | $3,387-51.3% | $5,432-69.6% | $2,343-29.6% |
| Participant deferral / active EE | $3,533 | $3,086+14.5% | $4,939-28.5% | $3,332+6.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |