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Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,991 | $110,083-85.5% | $151,645-89.5% | $68,490-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -0.77% | -10.12%+9.4pp | 3.34%-4.1pp | -7.85%+7.1pp |
| Employer contribution / active EE | $848 | $4,470-81.0% | $6,165-86.2% | $2,597-67.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |