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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 | $8,490 | $85,171-90.0% | $172,752-95.1% | $72,975-88.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.19% | 27.32%-11.1pp | 802.97%-786.8pp | 81.01%-64.8pp |
| Employer contribution / active EE | $2,614 | $3,324-21.3% | $5,144-49.2% | $2,440+7.1% |
| Participant deferral / active EE | $856 | $3,260-73.8% | $5,198-83.5% | $3,608-76.3% |
| Admin fee / account holder | $192 | $5,880-96.7% | $13,955-98.6% | $5,124-96.3% |