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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 | $60,504-84.8% | $81,882-88.7% | $74,478-87.6% |
| Participation rate | 73.1% | 62.9%+10.2pp | 72.4%+0.7pp | 67.2%+5.9pp |
| Annual return | 11.85% | 16.91%-5.1pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $2,666 | $2,627+1.5% | $2,916-8.6% | $2,626+1.5% |
| Participant deferral / active EE | $492 | $3,400-85.5% | $4,323-88.6% | $4,350-88.7% |
| Admin fee / account holder | $96 | $1,492-93.5% | $7,360-98.7% | $1,946-95.0% |