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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 | $40,220 | $130,294-69.1% | $170,043-76.3% | $71,511-43.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 45.71% | 20.36%+25.3pp | 53.40%-7.7pp | 28.86%+16.9pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $16,613 | $6,928+139.8% | $10,410+59.6% | $4,291+287.2% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |