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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 | $15,753 | $55,437-71.6% | $155,534-89.9% | $74,459-78.8% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.8pp | 67.2%+19.8pp |
| Annual return | 59.88% | 269.58%-209.7pp | 64.92%-5.0pp | 1369.70%-1309.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,672 | $2,837+64.7% | $5,630-17.0% | $4,350+7.4% |
| Admin fee / account holder | $149 | $1,742-91.5% | $15,900-99.1% | $1,945-92.4% |