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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 | $64,734-88.7% | $90,796-91.9% | $64,097-88.6% |
| Participation rate | 85.2% | 53.2%+32.0pp | 69.5%+15.7pp | 55.2%+30.0pp |
| Annual return | 89.61% | 17.77%+71.8pp | 19.29%+70.3pp | 34.64%+55.0pp |
| Employer contribution / active EE | $1,129 | $1,703-33.7% | $2,294-50.8% | $1,891-40.3% |
| Participant deferral / active EE | $1,515 | $2,629-42.4% | $3,822-60.4% | $3,080-50.8% |
| Admin fee / account holder | $285 | $3,474-91.8% | $7,024-95.9% | $3,454-91.7% |