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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 | $3,676 | $80,763-95.4% | $102,412-96.4% | $74,459-95.1% |
| Participation rate | 89.8% | 65.7%+24.1pp | 74.5%+15.3pp | 67.2%+22.6pp |
| Annual return | 24.64% | 27.57%-2.9pp | 24.94%-0.3pp | 1369.70%-1345.1pp |
| Employer contribution / active EE | $1,063 | $3,160-66.4% | $3,870-72.5% | $2,626-59.5% |
| Participant deferral / active EE | $1,756 | $3,862-54.5% | $5,060-65.3% | $4,350-59.6% |
| Admin fee / account holder | $239 | $2,371-89.9% | $8,388-97.2% | $1,945-87.7% |