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Employer 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 | $3,089 | $55,453-94.4% | $170,439-98.2% | $62,293-95.0% |
| Participation rate | 77.5% | 66.4%+11.1pp | 83.6%-6.1pp | 69.5%+8.0pp |
| Annual return | 15.18% | 21.38%-6.2pp | 205.94%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $64 | $2,164-97.0% | $5,433-98.8% | $2,042-96.9% |
| Participant deferral / active EE | $780 | $2,303-66.1% | $4,939-84.2% | $3,169-75.4% |
| Admin fee / account holder | $280 | $455-38.5% | $13,881-98.0% | $479-41.6% |