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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 | $6,385 | $77,814-91.8% | $158,223-96.0% | $86,983-92.7% |
| Participation rate | 93.4% | 68.4%+25.0pp | 79.2%+14.2pp | 69.5%+23.9pp |
| Annual return | 37.11% | 30.54%+6.6pp | 52.09%-15.0pp | 25.83%+11.3pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,295 | $3,270-29.8% | $5,467-58.0% | $4,194-45.3% |
| Admin fee / account holder | $229 | $5,879-96.1% | $16,047-98.6% | $7,856-97.1% |