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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 | $20,608 | $99,957-79.4% | $149,745-86.2% | $73,497-72.0% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.3pp | 70.7%+25.1pp |
| Annual return | 51.38% | 53.87%-2.5pp | 276.72%-225.3pp | 28.51%+22.9pp |
| Employer contribution / active EE | $2,698 | $3,191-15.5% | $4,646-41.9% | $2,270+18.8% |
| Participant deferral / active EE | $3,896 | $6,073-35.8% | $6,843-43.1% | $3,740+4.2% |
| Admin fee / account holder | $36 | $551-93.5% | $9,312-99.6% | $513-93.0% |