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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 | $2,472 | $55,470-95.5% | $155,556-98.4% | $74,478-96.7% |
| Participation rate | 70.9% | 61.9%+9.0pp | 78.2%-7.3pp | 67.2%+3.7pp |
| Annual return | 132.11% | 269.80%-137.7pp | 64.84%+67.3pp | 1370.56%-1238.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,424 | $2,838-49.8% | $5,631-74.7% | $4,350-67.3% |
| Admin fee / account holder | $289 | $1,744-83.4% | $15,885-98.2% | $1,946-85.1% |