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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 | $78,690-94.0% | $161,489-97.1% | $87,485-94.6% |
| Participation rate | 95.1% | 67.5%+27.7pp | 78.7%+16.4pp | 68.9%+26.2pp |
| Annual return | 29.81% | 32.74%-2.9pp | 89.72%-59.9pp | 26.06%+3.8pp |
| Employer contribution / active EE | $737 | $2,588-71.5% | $4,268-82.7% | $2,596-71.6% |
| Participant deferral / active EE | $2,202 | $3,311-33.5% | $5,630-60.9% | $4,274-48.5% |
| Admin fee / account holder | $21 | $6,724-99.7% | $16,006-99.9% | $7,775-99.7% |