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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 | $7,337 | $55,423-86.8% | $155,602-95.3% | $74,400-90.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 28.23% | 269.07%-240.8pp | 64.81%-36.6pp | 1367.51%-1339.3pp |
| Employer contribution / active EE | $1,757 | $2,266-22.4% | $4,675-62.4% | $2,624-33.0% |
| Participant deferral / active EE | $3,425 | $2,835+20.8% | $5,629-39.1% | $4,348-21.2% |
| Admin fee / account holder | $197 | $1,744-88.7% | $15,923-98.8% | $1,944-89.9% |