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Participant 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 | $3,827 | $48,471-92.1% | $182,540-97.9% | $67,579-94.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.0%+22.0pp | 71.3%+28.7pp |
| Annual return | 282.94% | 31.08%+251.9pp | 148.58%+134.4pp | 378.56%-95.6pp |
| Employer contribution / active EE | $513 | $1,461-64.9% | $4,076-87.4% | $2,148-76.1% |
| Participant deferral / active EE | $860 | $3,324-74.1% | $5,525-84.4% | $3,539-75.7% |
| Admin fee / account holder | $223 | $151+47.3% | $8,593-97.4% | $142+56.5% |