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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 | $9,226 | $60,305-84.7% | $81,780-88.7% | $74,400-87.6% |
| Participation rate | 73.1% | 62.9%+10.2pp | 72.4%+0.7pp | 67.2%+5.9pp |
| Annual return | 11.85% | 16.89%-5.0pp | 776.27%-764.4pp | 1367.51%-1355.7pp |
| Employer contribution / active EE | $2,666 | $2,623+1.7% | $2,914-8.5% | $2,624+1.6% |
| Participant deferral / active EE | $492 | $3,390-85.5% | $4,321-88.6% | $4,348-88.7% |
| Admin fee / account holder | $96 | $1,484-93.5% | $7,384-98.7% | $1,944-95.0% |