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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 | $2,838 | $56,894-95.0% | $84,753-96.7% | $62,881-95.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.49% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,660 | $2,400-30.8% | $3,574-53.6% | $2,281-27.2% |
| Participant deferral / active EE | $779 | $2,709-71.2% | $3,712-79.0% | $3,203-75.7% |
| Admin fee / account holder | $59 | $3,581-98.4% | $5,333-98.9% | $4,296-98.6% |