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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 | $558 | $51,638-98.9% | $68,368-99.2% | $82,448-99.3% |
| Participation rate | 76.5% | 63.6%+12.9pp | 73.8%+2.8pp | 68.1%+8.5pp |
| Annual return | 33.92% | 37.53%-3.6pp | 292.57%-258.7pp | 41.64%-7.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $661 | $2,914-77.3% | $4,123-84.0% | $4,139-84.0% |
| Admin fee / account holder | $19 | $4,643-99.6% | $5,150-99.6% | $7,234-99.7% |