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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 | $4,012 | $58,851-93.2% | $115,167-96.5% | $72,976-94.5% |
| Participation rate | 95.9% | 65.5%+30.4pp | 75.9%+20.0pp | 69.5%+26.5pp |
| Annual return | 25.26% | 23.16%+2.1pp | 35.60%-10.3pp | 81.02%-55.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,172 | $2,643-55.6% | $4,169-71.9% | $3,608-67.5% |
| Admin fee / account holder | $88 | $6,370-98.6% | $7,089-98.8% | $5,124-98.3% |