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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 | $1,825 | $52,961-96.6% | $172,755-98.9% | $65,185-97.2% |
| Participation rate | 91.8% | 66.2%+25.6pp | 82.6%+9.1pp | 70.2%+21.6pp |
| Annual return | 29.20% | 30.12%-0.9pp | 802.94%-773.7pp | 29.38%-0.2pp |
| Employer contribution / active EE | $364 | $2,190-83.4% | $5,144-92.9% | $2,177-83.3% |
| Participant deferral / active EE | $798 | $2,471-67.7% | $5,198-84.6% | $3,514-77.3% |
| Admin fee / account holder | $110 | $472-76.7% | $13,955-99.2% | $847-87.0% |