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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 | $29,319-95.7% | $52,425-97.6% | $82,448-98.5% |
| Participation rate | 93.8% | 46.9%+46.9pp | 55.6%+38.1pp | 68.1%+25.7pp |
| Annual return | 23.69% | 535.20%-511.5pp | 302.12%-278.4pp | 41.64%-17.9pp |
| Employer contribution / active EE | $351 | $586-40.2% | $914-61.6% | $2,551-86.2% |
| Participant deferral / active EE | $492 | $1,171-58.0% | $1,790-72.5% | $4,139-88.1% |
| Admin fee / account holder | $66 | $1,962-96.6% | $2,495-97.4% | $7,234-99.1% |