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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 | $29,051-98.2% | $52,425-99.0% | $67,986-99.2% |
| Participation rate | 84.2% | 30.4%+53.8pp | 55.6%+28.6pp | 57.2%+27.0pp |
| Annual return | 560.60% | 24.00%+536.6pp | 302.12%+258.5pp | 31.67%+528.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $455 | $873-47.8% | $1,790-74.6% | $3,358-86.4% |
| Admin fee / account holder | $12 | $2,113-99.5% | $2,495-99.5% | $3,203-99.6% |