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Employer 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 | $24,531 | $101,672-75.9% | $147,117-83.3% | $74,478-67.1% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.2pp | 67.2%+24.2pp |
| Annual return | 50.99% | 8757.83%-8706.8pp | 420.54%-369.5pp | 1370.56%-1319.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,769 | $7,305+6.4% | $8,065-3.7% | $4,350+78.6% |
| Admin fee / account holder | $152 | $1,753-91.3% | $12,993-98.8% | $1,946-92.2% |