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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 | $78,690-97.8% | $161,489-98.9% | $87,485-98.0% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 30.37% | 32.74%-2.4pp | 89.72%-59.4pp | 26.06%+4.3pp |
| Employer contribution / active EE | $5 | $2,588-99.8% | $4,268-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $1,741 | $3,311-47.4% | $5,630-69.1% | $4,274-59.3% |
| Admin fee / account holder | $239 | $6,724-96.4% | $16,006-98.5% | $7,775-96.9% |