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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 | $99,875-96.2% | $146,866-97.4% | $86,983-95.6% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.5%+28.7pp |
| Annual return | 29.64% | 28.10%+1.5pp | 102.85%-73.2pp | 25.83%+3.8pp |
| Employer contribution / active EE | $696 | $3,224-78.4% | $4,425-84.3% | $2,584-73.1% |
| Participant deferral / active EE | $1,233 | $6,322-80.5% | $7,759-84.1% | $4,194-70.6% |
| Admin fee / account holder | $114 | $7,838-98.6% | $13,620-99.2% | $7,856-98.6% |