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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 | $1,405 | $51,878-97.3% | $68,368-97.9% | $79,634-98.2% |
| Participation rate | 89.7% | 53.7%+36.0pp | 73.8%+16.0pp | 62.5%+27.2pp |
| Annual return | 34966.80% | 137.43%+34829.4pp | 292.57%+34674.2pp | 36.46%+34930.3pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $589 | $2,577-77.1% | $4,123-85.7% | $3,835-84.6% |
| Admin fee / account holder | $96 | $942-89.8% | $5,150-98.1% | $1,002-90.4% |