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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 | $3,316 | $55,446-94.0% | $155,574-97.9% | $74,429-95.5% |
| Participation rate | 86.2% | 61.9%+24.3pp | 78.2%+8.0pp | 67.2%+19.0pp |
| Annual return | 50.72% | 269.20%-218.5pp | 64.87%-14.1pp | 1368.38%-1317.7pp |
| Employer contribution / active EE | $765 | $2,266-66.2% | $4,676-83.6% | $2,625-70.9% |
| Participant deferral / active EE | $1,324 | $2,836-53.3% | $5,629-76.5% | $4,348-69.6% |
| Admin fee / account holder | $258 | $1,743-85.2% | $15,914-98.4% | $1,944-86.7% |