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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 | $13,794 | $89,652-84.6% | $141,191-90.2% | $65,185-78.8% |
| Participation rate | 80.4% | 74.7%+5.7pp | 82.5%-2.1pp | 70.2%+10.2pp |
| Annual return | 128.63% | 32.79%+95.8pp | 71.41%+57.2pp | 29.38%+99.3pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,840 | $5,691-15.0% | $6,710-27.9% | $3,514+37.7% |
| Admin fee / account holder | $189 | $569-66.7% | $10,264-98.2% | $847-77.7% |