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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 | $4,045 | $89,364-95.5% | $141,177-97.1% | $72,983-94.5% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.5%-4.8pp | 69.5%+8.2pp |
| Annual return | 49.76% | 111.86%-62.1pp | 71.40%-21.6pp | 81.01%-31.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,127 | $5,419-42.3% | $6,710-53.4% | $3,608-13.3% |
| Admin fee / account holder | $76 | $5,959-98.7% | $10,263-99.3% | $5,124-98.5% |