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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 | $20,978 | $73,102-71.3% | $123,552-83.0% | $56,287-62.7% |
| Participation rate | 73.2% | 74.3%-1.1pp | 82.3%-9.1pp | 69.9%+3.3pp |
| Annual return | 0.57% | 3.01%-2.4pp | 119.20%-118.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $1,232 | $2,977-58.6% | $4,628-73.4% | $2,111-41.6% |
| Participant deferral / active EE | $4,730 | $5,423-12.8% | $6,426-26.4% | $3,350+41.2% |
| Admin fee / account holder | $170 | $554-69.3% | $9,285-98.2% | $521-67.3% |