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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 | $102,393-92.3% | $147,041-94.6% | $80,911-90.3% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 15.93% | 134.95%-119.0pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $1,689 | $3,715-54.5% | $4,935-65.8% | $2,756-38.7% |
| Participant deferral / active EE | $3,280 | $6,647-50.7% | $8,071-59.4% | $4,297-23.7% |
| Admin fee / account holder | $201 | $7,943-97.5% | $13,006-98.5% | $6,935-97.1% |