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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 | $7,025 | $102,429-93.1% | $147,096-95.2% | $80,925-91.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 56.95% | 135.02%-78.1pp | 419.75%-362.8pp | 35.65%+21.3pp |
| Employer contribution / active EE | $3,154 | $3,716-15.1% | $4,936-36.1% | $2,756+14.4% |
| Participant deferral / active EE | $2,383 | $6,649-64.2% | $8,071-70.5% | $4,299-44.6% |
| Admin fee / account holder | $168 | $7,957-97.9% | $13,005-98.7% | $6,940-97.6% |