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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 | $7,875 | $102,385-92.3% | $147,080-94.6% | $80,935-90.3% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 15.93% | 135.09%-119.2pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,689 | $3,717-54.6% | $4,933-65.8% | $2,757-38.7% |
| Participant deferral / active EE | $3,280 | $6,651-50.7% | $8,066-59.3% | $4,299-23.7% |
| Admin fee / account holder | $201 | $7,951-97.5% | $12,989-98.5% | $6,924-97.1% |