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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 | $3,498 | $91,439-96.2% | $135,974-97.4% | $71,511-95.1% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 102.96% | 29.90%+73.1pp | 68.30%+34.7pp | 28.86%+74.1pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,556 | $7,093-49.9% | $7,760-54.2% | $4,291-17.1% |
| Admin fee / account holder | $247 | $1,267-80.5% | $10,767-97.7% | $1,588-84.4% |