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Participant 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 | $1,044 | $76,407-98.6% | $150,298-99.3% | $82,448-98.7% |
| Participation rate | 90.6% | 66.4%+24.2pp | 77.8%+12.9pp | 68.1%+22.6pp |
| Annual return | 19.08% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $435 | $2,614-83.4% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $486 | $3,214-84.9% | $5,453-91.1% | $4,139-88.3% |
| Admin fee / account holder | $283 | $6,352-95.5% | $14,116-98.0% | $7,234-96.1% |