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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 | $62,086-93.3% | $90,259-95.4% | $64,340-93.5% |
| Participation rate | 93.0% | 53.9%+39.1pp | 70.7%+22.3pp | 55.2%+37.8pp |
| Annual return | 23.79% | 16.73%+7.1pp | 18.88%+4.9pp | 24.14%-0.4pp |
| Employer contribution / active EE | $652 | $1,883-65.4% | $2,291-71.5% | $1,862-65.0% |
| Participant deferral / active EE | $887 | $2,557-65.3% | $3,827-76.8% | $2,980-70.2% |
| Admin fee / account holder | $102 | $3,317-96.9% | $7,267-98.6% | $3,703-97.2% |