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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 | $3,279 | $65,961-95.0% | $180,320-98.2% | $94,015-96.5% |
| Participation rate | 87.7% | 61.3%+26.4pp | 71.5%+16.1pp | 70.8%+16.8pp |
| Annual return | 32.13% | 14.27%+17.9pp | 778.54%-746.4pp | 17.84%+14.3pp |
| Employer contribution / active EE | $828 | $1,737-52.3% | $4,108-79.8% | $2,790-70.3% |
| Participant deferral / active EE | $1,009 | $3,003-66.4% | $4,304-76.6% | $4,249-76.3% |
| Admin fee / account holder | $227 | $4,901-95.4% | $10,000-97.7% | $8,951-97.5% |