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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 | $16,502 | $60,165-72.6% | $74,184-77.8% | $55,167-70.1% |
| Participation rate | 91.9% | 74.2%+17.7pp | 76.6%+15.3pp | 69.0%+22.9pp |
| Annual return | 7.40% | 10.00%-2.6pp | 17.74%-10.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $450 | $1,600-71.8% | $2,370-81.0% | $1,963-77.0% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $177 | $419-57.7% | $5,586-96.8% | $504-64.8% |