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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 | $5,684 | $58,848-90.3% | $88,179-93.6% | $82,637-93.1% |
| Participation rate | 95.6% | 57.9%+37.7pp | 69.1%+26.4pp | 68.1%+27.5pp |
| Annual return | 19.73% | 22.76%-3.0pp | 64.97%-45.2pp | 53.51%-33.8pp |
| Employer contribution / active EE | $543 | $1,678-67.6% | $2,549-78.7% | $2,552-78.7% |
| Participant deferral / active EE | $1,299 | $3,124-58.4% | $4,614-71.8% | $4,126-68.5% |
| Admin fee / account holder | $154 | $4,795-96.8% | $7,673-98.0% | $7,339-97.9% |