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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,230 | $75,541-75.9% | $152,093-88.0% | $82,637-77.9% |
| Participation rate | 92.6% | 66.5%+26.1pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 15.89% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,005 | $3,206-68.6% | $5,451-81.6% | $4,126-75.6% |
| Admin fee / account holder | $150 | $6,405-97.7% | $14,497-99.0% | $7,339-98.0% |