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Participant 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,405 | $69,977-73.7% | $108,582-83.0% | $62,881-70.7% |
| Participation rate | 98.9% | 72.9%+26.0pp | 79.6%+19.4pp | 69.3%+29.6pp |
| Annual return | 7.93% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $494 | $2,135-76.9% | $3,758-86.9% | $2,281-78.4% |
| Participant deferral / active EE | $847 | $3,165-73.2% | $4,311-80.4% | $3,203-73.6% |
| Admin fee / account holder | $261 | $5,076-94.9% | $7,645-96.6% | $4,296-93.9% |