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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 | $1,344 | $45,050-97.0% | $63,018-97.9% | $70,126-98.1% |
| Participation rate | 79.6% | 69.5%+10.1pp | 74.8%+4.8pp | 69.5%+10.1pp |
| Annual return | 23.30% | 18.76%+4.5pp | 87.62%-64.3pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $852 | $2,466-65.5% | $3,330-74.4% | $3,332-74.4% |
| Admin fee / account holder | $175 | $2,834-93.8% | $3,601-95.2% | $4,645-96.2% |