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Participant 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 | $5,605 | $70,430-92.0% | $96,572-94.2% | $85,851-93.5% |
| Participation rate | 94.9% | 61.8%+33.1pp | 69.8%+25.0pp | 69.3%+25.6pp |
| Annual return | 151.40% | 18.58%+132.8pp | 37.79%+113.6pp | 318.63%-167.2pp |
| Employer contribution / active EE | $2,191 | $1,413+55.0% | $2,357-7.1% | $2,565-14.6% |
| Participant deferral / active EE | $106 | $2,894-96.3% | $3,850-97.2% | $3,952-97.3% |
| Admin fee / account holder | $63 | $4,996-98.7% | $6,183-99.0% | $6,261-99.0% |