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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 | $6,886 | $89,652-92.3% | $141,177-95.1% | $65,185-89.4% |
| Participation rate | 83.6% | 74.7%+8.9pp | 82.5%+1.1pp | 70.2%+13.4pp |
| Annual return | 95.51% | 32.79%+62.7pp | 71.40%+24.1pp | 29.38%+66.1pp |
| Employer contribution / active EE | $1,635 | $3,065-46.6% | $4,736-65.5% | $2,177-24.9% |
| Participant deferral / active EE | $2,997 | $5,691-47.3% | $6,710-55.3% | $3,514-14.7% |
| Admin fee / account holder | $154 | $569-72.9% | $10,263-98.5% | $847-81.8% |