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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 | $10,010 | $81,870-87.8% | $119,622-91.6% | $68,486-85.4% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | 95.10% | -23.82%+118.9pp | -14.98%+110.1pp | -7.85%+103.0pp |
| Employer contribution / active EE | $4,648 | $2,692+72.7% | $4,232+9.8% | $2,597+79.0% |
| Participant deferral / active EE | $862 | $4,148-79.2% | $5,601-84.6% | $4,028-78.6% |
| Admin fee / account holder | $65 | $6,583-99.0% | $10,328-99.4% | $5,404-98.8% |