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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 | $5,284 | $65,034-91.9% | $90,970-94.2% | $79,856-93.4% |
| Participation rate | 96.1% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 77.64% | 30.45%+47.2pp | 134.60%-57.0pp | 31.71%+45.9pp |
| Employer contribution / active EE | $1,844 | $1,247+47.8% | $2,122-13.1% | $2,471-25.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |