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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $837 | $36,948-97.7% | $73,658-98.9% | $87,485-99.0% |
| Participation rate | 77.9% | 46.8%+31.1pp | 57.0%+20.9pp | 68.9%+9.0pp |
| Annual return | 21.79% | 28.64%-6.8pp | 29.72%-7.9pp | 26.06%-4.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $714 | $1,379-48.2% | $2,062-65.4% | $4,274-83.3% |
| Admin fee / account holder | $243 | $2,531-90.4% | $3,357-92.7% | $7,775-96.9% |