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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 | $1,164 | $26,549-95.6% | $61,452-98.1% | $66,938-98.3% |
| Participation rate | 91.2% | 38.1%+53.1pp | 52.6%+38.6pp | 69.8%+21.3pp |
| Annual return | 20.51% | -16.21%+36.7pp | 338.96%-318.4pp | 1.58%+18.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,405 | $1,338+5.0% | $2,125-33.9% | $4,238-66.8% |
| Admin fee / account holder | $90 | $409-78.1% | $2,131-95.8% | $594-84.9% |