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Employer 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 | $3,039 | $77,901-96.1% | $149,717-98.0% | $75,181-96.0% |
| Participation rate | 87.9% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.7pp |
| Annual return | 19.91% | 31.73%-11.8pp | 134.41%-114.5pp | 160.69%-140.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,385 | $3,411-59.4% | $5,682-75.6% | $4,126-66.4% |
| Admin fee / account holder | $204 | $5,949-96.6% | $13,213-98.5% | $5,650-96.4% |