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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 | $4,314 | $93,598-95.4% | $135,974-96.8% | $75,173-94.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 52.51% | 30.89%+21.6pp | 68.30%-15.8pp | 160.72%-108.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,791 | $6,405-56.4% | $7,760-64.0% | $4,126-32.4% |
| Admin fee / account holder | $74 | $6,978-98.9% | $10,767-99.3% | $5,651-98.7% |