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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 | $78,690-97.4% | $161,489-98.8% | $87,485-97.7% |
| Participation rate | 92.6% | 67.5%+25.2pp | 78.7%+14.0pp | 68.9%+23.7pp |
| Annual return | 24.18% | 32.74%-8.6pp | 89.72%-65.5pp | 26.06%-1.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,367 | $3,311-58.7% | $5,630-75.7% | $4,274-68.0% |
| Admin fee / account holder | $257 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |