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Employer 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 | $1,903 | $48,050-96.0% | $96,754-98.0% | $64,340-97.0% |
| Participation rate | 83.6% | 40.6%+43.0pp | 70.3%+13.3pp | 55.2%+28.3pp |
| Annual return | 126.19% | 23.41%+102.8pp | 82.04%+44.1pp | 24.14%+102.0pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,096 | $2,191-50.0% | $4,758-77.0% | $2,980-63.2% |
| Admin fee / account holder | $80 | $3,741-97.9% | $8,905-99.1% | $3,703-97.8% |