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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 | $3,824 | $106,524-96.4% | $152,301-97.5% | $87,485-95.6% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.4%+15.8pp | 68.9%+29.3pp |
| Annual return | 29.64% | 26.89%+2.8pp | 80.50%-50.9pp | 26.06%+3.6pp |
| Employer contribution / active EE | $696 | $3,371-79.3% | $4,624-84.9% | $2,596-73.2% |
| Participant deferral / active EE | $1,233 | $6,525-81.1% | $8,004-84.6% | $4,274-71.1% |
| Admin fee / account holder | $114 | $8,287-98.6% | $14,398-99.2% | $7,775-98.5% |