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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 | $29,319-97.1% | $52,425-98.4% | $82,448-99.0% |
| Participation rate | 77.9% | 46.9%+31.0pp | 55.6%+22.3pp | 68.1%+9.8pp |
| Annual return | 21.79% | 535.20%-513.4pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $714 | $1,171-39.1% | $1,790-60.1% | $4,139-82.8% |
| Admin fee / account holder | $243 | $1,962-87.6% | $2,495-90.2% | $7,234-96.6% |