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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 | $7,332 | $63,904-88.5% | $89,340-91.8% | $67,986-89.2% |
| Participation rate | 85.2% | 54.3%+30.8pp | 69.6%+15.6pp | 57.2%+28.0pp |
| Annual return | 89.61% | 18.09%+71.5pp | 20.57%+69.0pp | 31.67%+57.9pp |
| Employer contribution / active EE | $1,129 | $1,627-30.6% | $2,231-49.4% | $2,019-44.1% |
| Participant deferral / active EE | $1,515 | $2,691-43.7% | $3,823-60.4% | $3,358-54.9% |
| Admin fee / account holder | $285 | $3,315-91.4% | $6,704-95.7% | $3,203-91.1% |