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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 | $1,302 | $67,606-98.1% | $82,313-98.4% | $70,124-98.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.72% | 21.57%-5.8pp | 25.88%-10.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $72 | $1,755-95.9% | $2,428-97.0% | $2,342-96.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $28 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |