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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 | $15,464 | $64,729-76.1% | $112,263-86.2% | $68,490-77.4% |
| Participation rate | 95.0% | 67.2%+27.8pp | 75.1%+19.9pp | 67.9%+27.1pp |
| Annual return | 19.72% | -11.40%+31.1pp | 27.49%-7.8pp | -7.85%+27.6pp |
| Employer contribution / active EE | $2,705 | $2,746-1.5% | $3,636-25.6% | $2,597+4.2% |
| Participant deferral / active EE | $410 | $3,566-88.5% | $4,729-91.3% | $4,028-89.8% |
| Admin fee / account holder | $154 | $5,222-97.1% | $6,410-97.6% | $5,403-97.2% |