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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 | $6,915 | $105,200-93.4% | $159,474-95.7% | $85,847-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.93% | 45.08%-27.1pp | 263.68%-245.7pp | 318.61%-300.7pp |
| Employer contribution / active EE | $535 | $3,319-83.9% | $4,831-88.9% | $2,565-79.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $287 | $6,934-95.9% | $10,802-97.3% | $6,261-95.4% |