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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 | $9,448 | $99,957-90.5% | $149,745-93.7% | $73,497-87.1% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 69.32% | 53.87%+15.5pp | 276.72%-207.4pp | 28.51%+40.8pp |
| Employer contribution / active EE | $1,913 | $3,191-40.0% | $4,646-58.8% | $2,270-15.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $128 | $551-76.8% | $9,312-98.6% | $513-75.1% |