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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 | $10,075 | $64,729-84.4% | $112,263-91.0% | $68,490-85.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.64% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $5,556 | $2,746+102.3% | $3,636+52.8% | $2,597+113.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $52 | $5,222-99.0% | $6,410-99.2% | $5,403-99.0% |