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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 | $4,280 | $73,102-94.1% | $123,553-96.5% | $56,289-92.4% |
| Participation rate | 89.4% | 74.3%+15.1pp | 82.3%+7.1pp | 69.9%+19.5pp |
| Annual return | 436.30% | 3.01%+433.3pp | 119.21%+317.1pp | -9.96%+446.3pp |
| Employer contribution / active EE | $1,580 | $2,977-46.9% | $4,628-65.9% | $2,111-25.2% |
| Participant deferral / active EE | $1,139 | $5,423-79.0% | $6,426-82.3% | $3,350-66.0% |
| Admin fee / account holder | $132 | $554-76.2% | $9,284-98.6% | $521-74.7% |