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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 | $5,108 | $55,437-90.8% | $155,534-96.7% | $74,459-93.1% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+16.9pp | 67.2%+27.9pp |
| Annual return | 14.53% | 269.58%-255.0pp | 64.92%-50.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $921 | $2,266-59.4% | $4,675-80.3% | $2,626-64.9% |
| Participant deferral / active EE | $3,130 | $2,837+10.3% | $5,630-44.4% | $4,350-28.1% |
| Admin fee / account holder | $293 | $1,742-83.2% | $15,900-98.2% | $1,945-84.9% |