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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 | $26,663 | $86,341-69.1% | $125,192-78.7% | $65,185-59.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 57.35% | 27.44%+29.9pp | 43.79%+13.6pp | 29.38%+28.0pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,136 | $3,538+73.4% | $4,937+24.3% | $3,514+74.6% |
| Admin fee / account holder | $94 | $609-84.6% | $9,704-99.0% | $847-89.0% |