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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,024 | $37,156-89.2% | $83,854-95.2% | $86,983-95.4% |
| Participation rate | 91.1% | 49.1%+42.1pp | 59.1%+32.0pp | 69.5%+21.6pp |
| Annual return | 23.16% | 29.88%-6.7pp | 31.39%-8.2pp | 25.83%-2.7pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,915 | $1,418+105.6% | $2,035+43.2% | $4,194-30.5% |
| Admin fee / account holder | $175 | $2,510-93.0% | $3,197-94.5% | $7,856-97.8% |