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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 | $2,897 | $93,598-96.9% | $135,974-97.9% | $75,173-96.1% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 38.98% | 30.89%+8.1pp | 68.30%-29.3pp | 160.72%-121.7pp |
| Employer contribution / active EE | $1,273 | $3,538-64.0% | $4,859-73.8% | $2,671-52.4% |
| Participant deferral / active EE | $2,208 | $6,405-65.5% | $7,760-71.5% | $4,126-46.5% |
| Admin fee / account holder | $289 | $6,978-95.9% | $10,767-97.3% | $5,651-94.9% |