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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 | $9,998 | $75,183-86.7% | $123,894-91.9% | $55,167-81.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 81.4%+12.1pp | 69.0%+24.5pp |
| Annual return | 223.87% | 19.01%+204.9pp | 47.52%+176.4pp | 169.23%+54.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,195 | $5,084+2.2% | $5,984-13.2% | $3,054+70.1% |
| Admin fee / account holder | $275 | $663-58.6% | $8,357-96.7% | $504-45.5% |