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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 | $891 | $50,082-98.2% | $93,406-99.0% | $79,858-98.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 220.43% | 24.59%+195.8pp | 78.05%+142.4pp | 31.72%+188.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $965 | $2,212-56.4% | $3,126-69.1% | $3,740-74.2% |
| Admin fee / account holder | $109 | $3,454-96.9% | $5,230-97.9% | $5,306-98.0% |