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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 | $5,242 | $41,150-87.3% | $80,627-93.5% | $71,511-92.7% |
| Participation rate | 100.0% | 50.3%+49.7pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 68.30% | 38.48%+29.8pp | 936.76%-868.5pp | 28.86%+39.4pp |
| Employer contribution / active EE | $3,445 | $1,515+127.4% | $2,723+26.5% | $2,589+33.1% |
| Participant deferral / active EE | $0 | $2,701-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $95 | $1,841-94.8% | $5,381-98.2% | $1,588-94.0% |