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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 | $4,700 | $76,407-93.8% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 95.1% | 66.4%+28.7pp | 77.8%+17.4pp | 68.1%+27.1pp |
| Annual return | 29.81% | 39.99%-10.2pp | 62.79%-33.0pp | 41.64%-11.8pp |
| Employer contribution / active EE | $737 | $2,614-71.8% | $4,154-82.2% | $2,551-71.1% |
| Participant deferral / active EE | $2,202 | $3,214-31.5% | $5,453-59.6% | $4,139-46.8% |
| Admin fee / account holder | $21 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |