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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 | $48,118-97.4% | $136,833-99.1% | $94,015-98.7% |
| Participation rate | 93.8% | 47.4%+46.4pp | 59.0%+34.7pp | 70.8%+22.9pp |
| Annual return | 23.69% | 14.65%+9.0pp | 35.32%-11.6pp | 17.84%+5.9pp |
| Employer contribution / active EE | $351 | $821-57.2% | $1,319-73.4% | $2,790-87.4% |
| Participant deferral / active EE | $492 | $1,651-70.2% | $2,441-79.8% | $4,249-88.4% |
| Admin fee / account holder | $66 | $3,059-97.9% | $4,706-98.6% | $8,951-99.3% |