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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 | $96,731-94.2% | $123,973-95.5% | $86,983-93.5% |
| Participation rate | 91.4% | 70.0%+21.4pp | 76.7%+14.8pp | 69.5%+21.9pp |
| Annual return | 22.26% | 17.33%+4.9pp | 388.13%-365.9pp | 25.83%-3.6pp |
| Employer contribution / active EE | $954 | $3,297-71.1% | $4,126-76.9% | $2,584-63.1% |
| Participant deferral / active EE | $1,298 | $4,152-68.7% | $5,247-75.3% | $4,194-69.0% |
| Admin fee / account holder | $298 | $8,722-96.6% | $11,799-97.5% | $7,856-96.2% |