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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 | $28,624-85.9% | $53,647-92.5% | $82,637-95.1% |
| Participation rate | 91.1% | 47.3%+43.8pp | 56.3%+34.8pp | 68.1%+23.1pp |
| Annual return | 23.16% | 664.98%-641.8pp | 358.33%-335.2pp | 53.51%-30.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,915 | $1,196+143.7% | $1,813+60.8% | $4,126-29.4% |
| Admin fee / account holder | $175 | $2,022-91.3% | $2,460-92.9% | $7,339-97.6% |