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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 | $776 | $95,383-99.2% | $185,837-99.6% | $85,856-99.1% |
| Participation rate | 87.6% | 68.8%+18.9pp | 81.7%+5.9pp | 69.3%+18.3pp |
| Annual return | 700.00% | 23.59%+676.4pp | 122.08%+577.9pp | 318.58%+381.4pp |
| Employer contribution / active EE | $433 | $3,313-86.9% | $5,168-91.6% | $2,565-83.1% |
| Participant deferral / active EE | $685 | $3,423-80.0% | $5,568-87.7% | $3,952-82.7% |
| Admin fee / account holder | $12 | $7,213-99.8% | $16,241-99.9% | $6,261-99.8% |