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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 | $79,169-77.2% | $100,415-82.0% | $74,478-75.7% |
| Participation rate | 91.5% | 79.4%+12.1pp | 81.5%+10.0pp | 67.2%+24.3pp |
| Annual return | 46.73% | 20.51%+26.2pp | 49.47%-2.7pp | 1370.56%-1323.8pp |
| Employer contribution / active EE | $0 | $3,017-100.0% | $3,943-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $6,402 | $7,751-17.4% | $8,091-20.9% | $4,350+47.2% |
| Admin fee / account holder | $63 | $1,337-95.3% | $7,906-99.2% | $1,946-96.8% |