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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 | $1,452 | $59,805-97.6% | $79,551-98.2% | $68,498-97.9% |
| Participation rate | 88.2% | 61.1%+27.1pp | 69.5%+18.7pp | 67.9%+20.3pp |
| Annual return | -19.35% | -12.30%-7.0pp | 0.14%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $590 | $1,505-60.8% | $2,413-75.5% | $2,596-77.3% |
| Participant deferral / active EE | $662 | $3,024-78.1% | $3,985-83.4% | $4,027-83.6% |
| Admin fee / account holder | $123 | $4,835-97.5% | $6,833-98.2% | $5,403-97.7% |