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Employer 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 | $7,513 | $91,198-91.8% | $178,503-95.8% | $79,856-90.6% |
| Participation rate | 88.8% | 69.2%+19.5pp | 81.9%+6.8pp | 69.6%+19.1pp |
| Annual return | 26.24% | 24.20%+2.0pp | 151.12%-124.9pp | 31.71%-5.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,144 | $3,237-2.9% | $5,202-39.6% | $3,741-16.0% |
| Admin fee / account holder | $77 | $6,748-98.9% | $13,987-99.5% | $5,306-98.6% |