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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 | $10,787 | $75,962-85.8% | $154,108-93.0% | $64,173-83.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 332.11% | 30.32%+301.8pp | 735.21%-403.1pp | 7.63%+324.5pp |
| Employer contribution / active EE | $1,566 | $3,350-53.3% | $5,298-70.4% | $2,381-34.2% |
| Participant deferral / active EE | $2,297 | $3,175-27.6% | $5,081-54.8% | $3,470-33.8% |
| Admin fee / account holder | $3 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |