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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 | $6,289 | $85,171-92.6% | $172,752-96.4% | $72,975-91.4% |
| Participation rate | 88.3% | 70.1%+18.3pp | 82.6%+5.7pp | 69.5%+18.8pp |
| Annual return | 22.58% | 27.32%-4.7pp | 802.97%-780.4pp | 81.01%-58.4pp |
| Employer contribution / active EE | $638 | $3,324-80.8% | $5,144-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,307 | $3,260-59.9% | $5,198-74.8% | $3,608-63.8% |
| Admin fee / account holder | $131 | $5,880-97.8% | $13,955-99.1% | $5,124-97.4% |