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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 | $8,486 | $55,437-84.7% | $155,534-94.5% | $74,459-88.6% |
| Participation rate | 93.3% | 61.9%+31.4pp | 78.2%+15.1pp | 67.2%+26.1pp |
| Annual return | 27.08% | 269.58%-242.5pp | 64.92%-37.8pp | 1369.70%-1342.6pp |
| Employer contribution / active EE | $1,845 | $2,266-18.6% | $4,675-60.5% | $2,626-29.7% |
| Participant deferral / active EE | $3,489 | $2,837+23.0% | $5,630-38.0% | $4,350-19.8% |
| Admin fee / account holder | $242 | $1,742-86.1% | $15,900-98.5% | $1,945-87.5% |