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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 | $1,951 | $52,581-96.3% | $130,788-98.5% | $64,340-97.0% |
| Participation rate | 80.0% | 46.5%+33.5pp | 70.1%+9.9pp | 55.2%+24.8pp |
| Annual return | 38.49% | 20.39%+18.1pp | 386.44%-348.0pp | 24.14%+14.3pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $761 | $2,200-65.4% | $4,137-81.6% | $2,980-74.5% |
| Admin fee / account holder | $18 | $4,583-99.6% | $6,673-99.7% | $3,703-99.5% |