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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 | $28,780 | $84,936-66.1% | $111,308-74.1% | $79,391-63.7% |
| Participation rate | 97.1% | 75.9%+21.3pp | 77.3%+19.8pp | 70.7%+26.4pp |
| Annual return | 94.80% | 17.45%+77.3pp | 54.67%+40.1pp | 116.88%-22.1pp |
| Employer contribution / active EE | $1 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |