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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 | $3,701 | $58,275-93.6% | $81,844-95.5% | $80,935-95.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.51% | 41.82%-26.3pp | 778.87%-763.4pp | 35.66%-20.2pp |
| Employer contribution / active EE | $643 | $2,346-72.6% | $2,916-78.0% | $2,757-76.7% |
| Participant deferral / active EE | $974 | $3,285-70.3% | $4,323-77.5% | $4,299-77.3% |
| Admin fee / account holder | $48 | $4,749-99.0% | $7,355-99.4% | $6,924-99.3% |