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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 | $76,642-87.3% | $146,866-93.4% | $65,306-85.1% |
| Participation rate | 83.3% | 61.2%+22.1pp | 82.5%+0.8pp | 57.7%+25.7pp |
| Annual return | 64.86% | 33.40%+31.5pp | 102.85%-38.0pp | 21.94%+42.9pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,547 | $4,864-27.1% | $7,759-54.3% | $2,959+19.9% |
| Admin fee / account holder | $297 | $3,960-92.5% | $13,620-97.8% | $3,480-91.5% |