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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 | $13,135 | $98,776-86.7% | $149,745-91.2% | $79,856-83.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 68.43% | 27.38%+41.1pp | 276.72%-208.3pp | 31.71%+36.7pp |
| Employer contribution / active EE | $2,199 | $3,217-31.6% | $4,646-52.7% | $2,471-11.0% |
| Participant deferral / active EE | $3,328 | $5,681-41.4% | $6,843-51.4% | $3,741-11.0% |
| Admin fee / account holder | $138 | $6,053-97.7% | $9,312-98.5% | $5,306-97.4% |