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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 | $88,360-89.0% | $145,433-93.3% | $67,986-85.7% |
| Participation rate | 83.3% | 65.5%+17.9pp | 82.1%+1.2pp | 57.2%+26.1pp |
| Annual return | 64.86% | 63.15%+1.7pp | 66.58%-1.7pp | 31.67%+33.2pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,547 | $5,932-40.2% | $7,897-55.1% | $3,358+5.6% |
| Admin fee / account holder | $297 | $3,313-91.0% | $13,129-97.7% | $3,203-90.7% |