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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 | $1,982 | $48,050-95.9% | $96,754-98.0% | $64,340-96.9% |
| Participation rate | 85.8% | 40.6%+45.3pp | 70.3%+15.6pp | 55.2%+30.6pp |
| Annual return | 36.77% | 23.41%+13.4pp | 82.04%-45.3pp | 24.14%+12.6pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,261 | $2,191-42.5% | $4,758-73.5% | $2,980-57.7% |
| Admin fee / account holder | $177 | $3,741-95.3% | $8,905-98.0% | $3,703-95.2% |