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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 | $2,455 | $75,541-96.8% | $152,093-98.4% | $82,637-97.0% |
| Participation rate | 86.5% | 66.5%+19.9pp | 77.8%+8.7pp | 68.1%+18.4pp |
| Annual return | 23.49% | 32.56%-9.1pp | 66.36%-42.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,328 | $3,206-58.6% | $5,451-75.6% | $4,126-67.8% |
| Admin fee / account holder | $32 | $6,405-99.5% | $14,497-99.8% | $7,339-99.6% |