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Participant 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 | $4,168 | $67,776-93.8% | $90,312-95.4% | $65,306-93.6% |
| Participation rate | 93.0% | 58.1%+34.9pp | 72.9%+20.1pp | 57.7%+35.3pp |
| Annual return | 23.79% | 16.62%+7.2pp | 18.90%+4.9pp | 21.94%+1.8pp |
| Employer contribution / active EE | $652 | $2,195-70.3% | $2,243-70.9% | $1,967-66.9% |
| Participant deferral / active EE | $887 | $2,641-66.4% | $3,749-76.3% | $2,959-70.0% |
| Admin fee / account holder | $102 | $3,322-96.9% | $8,248-98.8% | $3,480-97.1% |