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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 | $6,479 | $84,236-92.3% | $170,435-96.2% | $70,126-90.8% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 42.79% | 23.06%+19.7pp | 205.94%-163.2pp | 73.15%-30.4pp |
| Employer contribution / active EE | $900 | $3,387-73.4% | $5,432-83.4% | $2,343-61.6% |
| Participant deferral / active EE | $1,480 | $3,086-52.0% | $4,939-70.0% | $3,332-55.6% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |