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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,436 | $178,584-54.4% | $84,753-3.9% | - |
| Participation rate | 97.0% | 64.5%+32.5pp | 76.6%+20.4pp | - |
| Annual return | 12853.00% | 76.22%+12776.8pp | 22.78%+12830.2pp | - |
| Employer contribution / active EE | $711 | $1,402-49.3% | $3,574-80.1% | - |
| Participant deferral / active EE | $0 | $2,836-100.0% | $3,712-100.0% | - |
| Admin fee / account holder | $261 | $9,656-97.3% | $5,333-95.1% | - |