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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 | $77,814-97.4% | $158,223-98.7% | $86,983-97.7% |
| Participation rate | 92.6% | 68.4%+24.2pp | 79.2%+13.4pp | 69.5%+23.1pp |
| Annual return | 24.18% | 30.54%-6.4pp | 52.09%-27.9pp | 25.83%-1.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,367 | $3,270-58.2% | $5,467-75.0% | $4,194-67.4% |
| Admin fee / account holder | $257 | $5,879-95.6% | $16,047-98.4% | $7,856-96.7% |