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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 | $4,470 | $77,638-94.2% | $156,551-97.1% | $62,881-92.9% |
| Participation rate | 84.0% | 71.2%+12.8pp | 84.0%0pp | 69.3%+14.7pp |
| Annual return | 5.39% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,051 | $3,444-69.5% | $5,501-80.9% | $2,281-53.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $186 | $5,561-96.7% | $13,028-98.6% | $4,296-95.7% |