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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 | $258 | $29,319-99.1% | $52,425-99.5% | $82,448-99.7% |
| Participation rate | 77.5% | 46.9%+30.6pp | 55.6%+21.9pp | 68.1%+9.4pp |
| Annual return | 42.48% | 535.20%-492.7pp | 302.12%-259.6pp | 41.64%+0.8pp |
| Employer contribution / active EE | $99 | $586-83.2% | $914-89.2% | $2,551-96.1% |
| Participant deferral / active EE | $303 | $1,171-74.2% | $1,790-83.1% | $4,139-92.7% |
| Admin fee / account holder | $6 | $1,962-99.7% | $2,495-99.7% | $7,234-99.9% |