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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 | $2,071 | $81,358-97.5% | $155,556-98.7% | $80,959-97.4% |
| Participation rate | 95.7% | 66.3%+29.4pp | 78.2%+17.5pp | 67.7%+28.0pp |
| Annual return | 12.12% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,052 | $3,455-69.5% | $5,631-81.3% | $4,300-75.5% |
| Admin fee / account holder | $73 | $7,994-99.1% | $15,885-99.5% | $6,925-99.0% |