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Participant 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 | $4,279 | $72,620-94.1% | $90,760-95.3% | $66,938-93.6% |
| Participation rate | 98.6% | 73.7%+24.9pp | 75.7%+22.9pp | 69.8%+28.8pp |
| Annual return | 50.97% | -12.28%+63.2pp | -12.16%+63.1pp | 1.58%+49.4pp |
| Employer contribution / active EE | $1,174 | $2,369-50.5% | $2,922-59.8% | $2,545-53.9% |
| Participant deferral / active EE | $1,584 | $3,979-60.2% | $4,565-65.3% | $4,238-62.6% |
| Admin fee / account holder | $275 | $707-61.2% | $8,444-96.7% | $594-53.7% |