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Employer 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 | $82,821 | $65,376+26.7% | $87,102-4.9% | $65,185+27.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 24026.45% | 31.27%+23995.2pp | 28.19%+23998.3pp | 29.38%+23997.1pp |
| Employer contribution / active EE | $358 | $1,822-80.3% | $2,521-85.8% | $2,177-83.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $111 | $520-78.7% | $7,491-98.5% | $847-86.9% |