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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 | $1,253 | $36,948-96.6% | $73,658-98.3% | $87,485-98.6% |
| Participation rate | 93.8% | 46.8%+46.9pp | 57.0%+36.7pp | 68.9%+24.8pp |
| Annual return | 23.69% | 28.64%-4.9pp | 29.72%-6.0pp | 26.06%-2.4pp |
| Employer contribution / active EE | $351 | $670-47.6% | $1,032-66.0% | $2,596-86.5% |
| Participant deferral / active EE | $492 | $1,379-64.3% | $2,062-76.1% | $4,274-88.5% |
| Admin fee / account holder | $66 | $2,531-97.4% | $3,357-98.0% | $7,775-99.2% |