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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 | $13,429 | $84,493-84.1% | $125,381-89.3% | $66,938-79.9% |
| Participation rate | 91.5% | 76.4%+15.1pp | 82.4%+9.1pp | 69.8%+21.7pp |
| Annual return | 4.88% | -8.49%+13.4pp | 572.31%-567.4pp | 1.58%+3.3pp |
| Employer contribution / active EE | $1,356 | $3,554-61.8% | $4,815-71.8% | $2,545-46.7% |
| Participant deferral / active EE | $2,492 | $6,783-63.3% | $7,448-66.5% | $4,238-41.2% |
| Admin fee / account holder | $179 | $685-73.8% | $10,007-98.2% | $594-69.8% |