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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 | $4,214 | $101,795-95.9% | $165,100-97.4% | $80,959-94.8% |
| Participation rate | 72.4% | 71.8%+0.5pp | 78.6%-6.3pp | 67.7%+4.7pp |
| Annual return | 11.79% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,225 | $2,954-24.7% | $4,348-48.8% | $2,757-19.3% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |