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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 | $7,473 | $64,919-88.5% | $392,568-98.1% | $65,186-88.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 78.1%+21.9pp | 70.2%+29.8pp |
| Annual return | 32.24% | 26.09%+6.2pp | 24.42%+7.8pp | 29.39%+2.9pp |
| Employer contribution / active EE | $4,209 | $2,374+77.3% | $3,783+11.3% | $2,177+93.4% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $36 | $634-94.3% | $6,260-99.4% | $847-95.7% |