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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 | $5,144 | $73,978-93.0% | $96,515-94.7% | $75,173-93.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 22.30% | 26.72%-4.4pp | 35.73%-13.4pp | 160.72%-138.4pp |
| Employer contribution / active EE | $2,159 | $2,931-26.3% | $3,740-42.3% | $2,671-19.2% |
| Participant deferral / active EE | $1,173 | $3,660-67.9% | $4,880-76.0% | $4,126-71.6% |
| Admin fee / account holder | $120 | $5,219-97.7% | $6,735-98.2% | $5,651-97.9% |