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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 | $18,079 | $79,003-77.1% | $100,398-82.0% | $74,400-75.7% |
| Participation rate | 91.5% | 79.5%+12.0pp | 81.5%+10.0pp | 67.2%+24.3pp |
| Annual return | 46.73% | 20.62%+26.1pp | 49.32%-2.6pp | 1367.51%-1320.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,946-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,402 | $7,752-17.4% | $8,084-20.8% | $4,348+47.2% |
| Admin fee / account holder | $63 | $1,331-95.3% | $7,893-99.2% | $1,944-96.8% |