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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 | $6,060 | $70,418-91.4% | $96,570-93.7% | $85,847-92.9% |
| Participation rate | 83.3% | 61.8%+21.5pp | 69.8%+13.5pp | 69.3%+14.0pp |
| Annual return | 21.77% | 18.59%+3.2pp | 37.79%-16.0pp | 318.61%-296.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,109 | $2,894-61.7% | $3,849-71.2% | $3,952-71.9% |
| Admin fee / account holder | $42 | $4,995-99.2% | $6,182-99.3% | $6,261-99.3% |