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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 | $18,102 | $65,322-72.3% | $70,476-74.3% | $73,493-75.4% |
| Participation rate | 95.4% | 77.0%+18.4pp | 75.1%+20.3pp | 70.7%+24.7pp |
| Annual return | 28.20% | 15.71%+12.5pp | 109.12%-80.9pp | 28.51%-0.3pp |
| Employer contribution / active EE | $2,095 | $2,460-14.8% | $2,738-23.5% | $2,270-7.7% |
| Participant deferral / active EE | $3,123 | $3,375-7.4% | $3,710-15.8% | $3,740-16.5% |
| Admin fee / account holder | $182 | $214-14.9% | $3,847-95.3% | $513-64.5% |