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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 | $7,346 | $80,753-90.9% | $136,298-94.6% | $62,293-88.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 120.22% | 35.83%+84.4pp | 5156.27%-5036.0pp | 28.90%+91.3pp |
| Employer contribution / active EE | $1,433 | $2,884-50.3% | $4,696-69.5% | $2,042-29.8% |
| Participant deferral / active EE | $1,410 | $5,164-72.7% | $6,247-77.4% | $3,169-55.5% |
| Admin fee / account holder | $78 | $525-85.1% | $9,244-99.2% | $479-83.7% |