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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 | $1,182 | $36,948-96.8% | $73,658-98.4% | $87,485-98.6% |
| Participation rate | 70.3% | 46.8%+23.5pp | 57.0%+13.3pp | 68.9%+1.4pp |
| Annual return | 21.31% | 28.64%-7.3pp | 29.72%-8.4pp | 26.06%-4.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $487 | $1,379-64.7% | $2,062-76.4% | $4,274-88.6% |
| Admin fee / account holder | $56 | $2,531-97.8% | $3,357-98.3% | $7,775-99.3% |