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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 | $513 | $36,140-98.6% | $73,658-99.3% | $64,340-99.2% |
| Participation rate | 84.2% | 31.0%+53.2pp | 57.0%+27.2pp | 55.2%+29.0pp |
| Annual return | 560.60% | 21.48%+539.1pp | 29.72%+530.9pp | 24.14%+536.5pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $455 | $1,023-55.5% | $2,062-77.9% | $2,980-84.7% |
| Admin fee / account holder | $12 | $2,513-99.5% | $3,357-99.7% | $3,703-99.7% |