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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 | $2,550 | $66,180-96.1% | $118,746-97.9% | $62,293-95.9% |
| Participation rate | 85.4% | 71.3%+14.1pp | 78.3%+7.1pp | 69.5%+15.8pp |
| Annual return | 77.54% | 60.89%+16.7pp | 24.54%+53.0pp | 28.90%+48.6pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,742 | $4,247-35.4% | $5,332-48.6% | $3,169-13.5% |
| Admin fee / account holder | $95 | $753-87.4% | $10,720-99.1% | $479-80.1% |