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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 | $1,748 | $76,407-97.7% | $150,298-98.8% | $82,448-97.9% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 30.37% | 39.99%-9.6pp | 62.79%-32.4pp | 41.64%-11.3pp |
| Employer contribution / active EE | $5 | $2,614-99.8% | $4,154-99.9% | $2,551-99.8% |
| Participant deferral / active EE | $1,741 | $3,214-45.8% | $5,453-68.1% | $4,139-57.9% |
| Admin fee / account holder | $239 | $6,352-96.2% | $14,116-98.3% | $7,234-96.7% |