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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 | $1,579 | $73,787-97.9% | $98,716-98.4% | $82,448-98.1% |
| Participation rate | 97.6% | 61.4%+36.2pp | 69.3%+28.3pp | 68.1%+29.5pp |
| Annual return | 40.29% | 18.57%+21.7pp | 31.81%+8.5pp | 41.64%-1.3pp |
| Employer contribution / active EE | $998 | $1,511-34.0% | $2,279-56.2% | $2,551-60.9% |
| Participant deferral / active EE | $1,064 | $3,081-65.5% | $4,048-73.7% | $4,139-74.3% |
| Admin fee / account holder | $291 | $6,500-95.5% | $8,703-96.7% | $7,234-96.0% |