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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 | $8,683 | $57,976-85.0% | $63,018-86.2% | $62,293-86.1% |
| Participation rate | 90.4% | 75.9%+14.5pp | 74.8%+15.6pp | 69.5%+20.9pp |
| Annual return | 15.76% | 17.54%-1.8pp | 87.62%-71.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $750 | $2,415-68.9% | $2,761-72.8% | $2,042-63.3% |
| Participant deferral / active EE | $1,362 | $2,956-53.9% | $3,330-59.1% | $3,169-57.0% |
| Admin fee / account holder | $164 | $276-40.4% | $3,601-95.4% | $479-65.7% |