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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 | $15,941 | $56,171-71.6% | $108,745-85.3% | $55,167-71.1% |
| Participation rate | 97.2% | 70.7%+26.5pp | 77.7%+19.5pp | 69.0%+28.2pp |
| Annual return | 38.07% | 214.86%-176.8pp | 46.22%-8.2pp | 169.23%-131.2pp |
| Employer contribution / active EE | $3,533 | $2,153+64.1% | $3,323+6.3% | $1,963+80.0% |
| Participant deferral / active EE | $6,537 | $3,437+90.2% | $5,121+27.6% | $3,054+114.0% |
| Admin fee / account holder | $159 | $302-47.3% | $6,144-97.4% | $504-68.4% |