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Employer 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 | $2,015 | $76,407-97.4% | $150,298-98.7% | $82,448-97.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 77.8%+14.9pp | 68.1%+24.6pp |
| Annual return | 24.18% | 39.99%-15.8pp | 62.79%-38.6pp | 41.64%-17.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,367 | $3,214-57.5% | $5,453-74.9% | $4,139-67.0% |
| Admin fee / account holder | $257 | $6,352-96.0% | $14,116-98.2% | $7,234-96.4% |