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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 | $36,948-99.3% | $73,658-99.6% | $87,485-99.7% |
| Participation rate | 77.5% | 46.8%+30.7pp | 57.0%+20.5pp | 68.9%+8.6pp |
| Annual return | 42.48% | 28.64%+13.8pp | 29.72%+12.8pp | 26.06%+16.4pp |
| Employer contribution / active EE | $99 | $670-85.3% | $1,032-90.4% | $2,596-96.2% |
| Participant deferral / active EE | $303 | $1,379-78.1% | $2,062-85.3% | $4,274-92.9% |
| Admin fee / account holder | $6 | $2,531-99.7% | $3,357-99.8% | $7,775-99.9% |