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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,952 | $55,122-89.2% | $104,625-94.3% | $73,493-91.9% |
| Participation rate | 96.6% | 67.7%+28.8pp | 74.1%+22.5pp | 70.7%+25.9pp |
| Annual return | 0.00% | 24.77%-24.8pp | 340.60%-340.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $5,747 | $1,464+292.5% | $2,681+114.3% | $2,270+153.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,465-100.0% | $513-100.0% |