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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 | $6,722 | $78,690-91.5% | $161,489-95.8% | $87,485-92.3% |
| Participation rate | 89.2% | 67.5%+21.8pp | 78.7%+10.5pp | 68.9%+20.3pp |
| Annual return | 18.88% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,155 | $3,311-34.9% | $5,630-61.7% | $4,274-49.6% |
| Admin fee / account holder | $136 | $6,724-98.0% | $16,006-99.1% | $7,775-98.2% |