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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 | $2,407 | $52,293-95.4% | $178,503-98.7% | $73,412-96.7% |
| Participation rate | 96.4% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 63273.54% | 34.75%+63238.8pp | 151.12%+63122.4pp | 59.30%+63214.2pp |
| Employer contribution / active EE | $112 | $1,736-93.5% | $5,011-97.8% | $2,234-95.0% |
| Participant deferral / active EE | $900 | $2,333-61.4% | $5,202-82.7% | $3,806-76.4% |
| Admin fee / account holder | $14 | $127-89.3% | $13,987-99.9% | $158-91.4% |