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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 | $1,682 | $63,346-97.3% | $92,239-98.2% | $70,124-97.6% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 27.82% | 530.19%-502.4pp | 176.29%-148.5pp | 73.14%-45.3pp |
| Employer contribution / active EE | $717 | $2,471-71.0% | $3,680-80.5% | $2,342-69.4% |
| Participant deferral / active EE | $779 | $2,854-72.7% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $15 | $3,841-99.6% | $5,194-99.7% | $4,645-99.7% |