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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 | $7,031 | $58,851-88.1% | $115,170-93.9% | $72,983-90.4% |
| Participation rate | 97.3% | 65.5%+31.8pp | 75.9%+21.4pp | 69.5%+27.8pp |
| Annual return | 25.15% | 23.16%+2.0pp | 35.60%-10.5pp | 81.01%-55.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,209 | $2,643-16.4% | $4,169-47.0% | $3,608-38.8% |
| Admin fee / account holder | $140 | $6,370-97.8% | $7,089-98.0% | $5,124-97.3% |