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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,803 | $84,493-86.0% | $125,381-90.6% | $66,938-82.4% |
| Participation rate | 93.7% | 76.4%+17.3pp | 82.4%+11.3pp | 69.8%+23.8pp |
| Annual return | 162.63% | -8.49%+171.1pp | 572.31%-409.7pp | 1.58%+161.1pp |
| Employer contribution / active EE | $279 | $3,554-92.2% | $4,815-94.2% | $2,545-89.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,007-100.0% | $594-100.0% |