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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 | $9,724 | $82,133-88.2% | $147,318-93.4% | $64,097-84.8% |
| Participation rate | 83.3% | 62.3%+21.1pp | 82.1%+1.3pp | 55.2%+28.1pp |
| Annual return | 64.86% | 78.78%-13.9pp | 70.43%-5.6pp | 34.64%+30.2pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,547 | $5,407-34.4% | $7,906-55.1% | $3,080+15.2% |
| Admin fee / account holder | $297 | $3,730-92.0% | $13,708-97.8% | $3,454-91.4% |