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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 | $6,702 | $67,411-90.1% | $91,004-92.6% | $70,126-90.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 49.21% | -40.16%+89.4pp | 4.60%+44.6pp | 73.15%-23.9pp |
| Employer contribution / active EE | $833 | $1,786-53.3% | $2,456-66.1% | $2,343-64.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $244 | $4,236-94.2% | $5,417-95.5% | $4,645-94.7% |