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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 | $18,892 | $63,346-70.2% | $92,240-79.5% | $70,126-73.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 50.80% | 530.19%-479.4pp | 176.29%-125.5pp | 73.15%-22.3pp |
| Employer contribution / active EE | $1,919 | $2,471-22.4% | $3,680-47.9% | $2,343-18.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $213 | $3,841-94.5% | $5,194-95.9% | $4,645-95.4% |