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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 | $2,739 | $55,470-95.1% | $155,556-98.2% | $74,478-96.3% |
| Participation rate | 75.0% | 61.9%+13.1pp | 78.2%-3.2pp | 67.2%+7.8pp |
| Annual return | 16.50% | 269.80%-253.3pp | 64.84%-48.3pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,434 | $2,838-49.5% | $5,631-74.5% | $4,350-67.0% |
| Admin fee / account holder | $209 | $1,744-88.0% | $15,885-98.7% | $1,946-89.3% |