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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 | $106,749-96.4% | $145,433-97.4% | $82,448-95.4% |
| Participation rate | 98.3% | 75.6%+22.6pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 29.64% | 27.59%+2.1pp | 66.58%-36.9pp | 41.64%-12.0pp |
| Employer contribution / active EE | $696 | $3,444-79.8% | $4,554-84.7% | $2,551-72.7% |
| Participant deferral / active EE | $1,233 | $6,519-81.1% | $7,897-84.4% | $4,139-70.2% |
| Admin fee / account holder | $114 | $8,390-98.6% | $13,129-99.1% | $7,234-98.4% |