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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 | $570 | $28,624-98.0% | $53,647-98.9% | $82,637-99.3% |
| Participation rate | 80.3% | 47.3%+33.1pp | 56.3%+24.0pp | 68.1%+12.3pp |
| Annual return | 44.24% | 664.98%-620.7pp | 358.33%-314.1pp | 53.51%-9.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $899 | $1,196-24.9% | $1,813-50.4% | $4,126-78.2% |
| Admin fee / account holder | $39 | $2,022-98.1% | $2,460-98.4% | $7,339-99.5% |