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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,511 | $60,119-79.2% | $90,430-86.2% | $79,858-84.3% |
| Participation rate | 95.3% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.7pp |
| Annual return | 14.61% | 71.94%-57.3pp | 1293.73%-1279.1pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,084 | $2,068-47.6% | $3,262-66.8% | $2,471-56.1% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $118 | $3,976-97.0% | $5,613-97.9% | $5,306-97.8% |