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Participant 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 | $9,638 | $73,638-86.9% | $108,405-91.1% | $79,391-87.9% |
| Participation rate | 70.2% | 77.4%-7.2pp | 80.1%-10.0pp | 70.7%-0.5pp |
| Annual return | 384.09% | 33.27%+350.8pp | 905.55%-521.5pp | 116.88%+267.2pp |
| Employer contribution / active EE | $1,465 | $2,397-38.9% | $3,559-58.8% | $2,428-39.6% |
| Participant deferral / active EE | $2,524 | $6,218-59.4% | $6,563-61.5% | $4,046-37.6% |
| Admin fee / account holder | $223 | $638-65.1% | $7,297-96.9% | $627-64.4% |