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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 | $2,565 | $57,976-95.6% | $63,018-95.9% | $62,293-95.9% |
| Participation rate | 87.6% | 75.9%+11.7pp | 74.8%+12.8pp | 69.5%+18.1pp |
| Annual return | 0.00% | 17.54%-17.5pp | 87.62%-87.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,372 | $2,956-53.6% | $3,330-58.8% | $3,169-56.7% |
| Admin fee / account holder | $69 | $276-75.0% | $3,601-98.1% | $479-85.6% |