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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 | $9,481 | $102,385-90.7% | $147,080-93.6% | $80,935-88.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.32% | 135.09%-120.8pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $3,507 | $3,717-5.6% | $4,933-28.9% | $2,757+27.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $33 | $7,951-99.6% | $12,989-99.7% | $6,924-99.5% |