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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 | $20,347 | $63,114-67.8% | $92,903-78.1% | $65,185-68.8% |
| Participation rate | 85.6% | 68.8%+16.8pp | 76.0%+9.6pp | 70.2%+15.4pp |
| Annual return | 3270.33% | 28.75%+3241.6pp | 109.43%+3160.9pp | 29.38%+3240.9pp |
| Employer contribution / active EE | $749 | $2,571-70.9% | $3,653-79.5% | $2,177-65.6% |
| Participant deferral / active EE | $1,911 | $3,108-38.5% | $4,238-54.9% | $3,514-45.6% |
| Admin fee / account holder | $105 | $624-83.2% | $5,795-98.2% | $847-87.6% |