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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 | $994 | $63,354-98.4% | $94,105-98.9% | $82,637-98.8% |
| Participation rate | 88.6% | 63.8%+24.8pp | 71.9%+16.7pp | 68.1%+20.6pp |
| Annual return | 22.36% | 34.36%-12.0pp | 204.55%-182.2pp | 53.51%-31.2pp |
| Employer contribution / active EE | $344 | $1,760-80.5% | $2,504-86.3% | $2,552-86.5% |
| Participant deferral / active EE | $380 | $2,873-86.8% | $3,881-90.2% | $4,126-90.8% |
| Admin fee / account holder | $17 | $5,073-99.7% | $6,199-99.7% | $7,339-99.8% |