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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 | $55,470-91.5% | $155,556-97.0% | $74,478-93.7% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 66.37% | 269.80%-203.4pp | 64.84%+1.5pp | 1370.56%-1304.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,137 | $2,838+10.5% | $5,631-44.3% | $4,350-27.9% |
| Admin fee / account holder | $83 | $1,744-95.3% | $15,885-99.5% | $1,946-95.7% |