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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,880 | $95,406-91.7% | $185,849-95.8% | $85,847-90.8% |
| Participation rate | 91.4% | 68.8%+22.6pp | 81.7%+9.6pp | 69.3%+22.0pp |
| Annual return | 13.86% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $999 | $3,424-70.8% | $5,569-82.1% | $3,952-74.7% |
| Admin fee / account holder | $99 | $7,214-98.6% | $16,244-99.4% | $6,261-98.4% |