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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 | $4,699 | $55,446-91.5% | $155,574-97.0% | $74,429-93.7% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 66.37% | 269.20%-202.8pp | 64.87%+1.5pp | 1368.38%-1302.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,137 | $2,836+10.6% | $5,629-44.3% | $4,348-27.9% |
| Admin fee / account holder | $83 | $1,743-95.3% | $15,914-99.5% | $1,944-95.7% |