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Employer 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 | $5,777 | $49,451-88.3% | $79,576-92.7% | $66,930-91.4% |
| Participation rate | 84.6% | 61.3%+23.3pp | 69.5%+15.1pp | 69.8%+14.8pp |
| Annual return | -16.88% | 84.25%-101.1pp | 0.15%-17.0pp | 1.57%-18.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,852 | $3,159+22.0% | $3,985-3.3% | $4,238-9.1% |
| Admin fee / account holder | $55 | $595-90.8% | $6,834-99.2% | $593-90.8% |