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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 | $8,795 | $94,529-90.7% | $140,019-93.7% | $64,173-86.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 11.34% | 7.77%+3.6pp | 651.17%-639.8pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,233 | $3,812-67.7% | $5,605-78.0% | $2,381-48.2% |
| Participant deferral / active EE | $1,938 | $5,250-63.1% | $6,927-72.0% | $3,470-44.1% |
| Admin fee / account holder | $182 | $6,741-97.3% | $10,705-98.3% | $4,887-96.3% |