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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 | $5,611 | $93,345-94.0% | $119,126-95.3% | $87,485-93.6% |
| Participation rate | 91.4% | 68.7%+22.7pp | 75.8%+15.7pp | 68.9%+22.5pp |
| Annual return | 22.26% | 19.08%+3.2pp | 282.11%-259.8pp | 26.06%-3.8pp |
| Employer contribution / active EE | $954 | $3,172-69.9% | $4,034-76.3% | $2,596-63.2% |
| Participant deferral / active EE | $1,298 | $4,099-68.3% | $5,318-75.6% | $4,274-69.6% |
| Admin fee / account holder | $298 | $8,039-96.3% | $10,693-97.2% | $7,775-96.2% |