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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 | $3,584 | $86,922-95.9% | $102,438-96.5% | $80,874-95.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 22.34% | 18.90%+3.4pp | 29.37%-7.0pp | 35.62%-13.3pp |
| Employer contribution / active EE | $2,168 | $2,369-8.5% | $3,024-28.3% | $2,756-21.3% |
| Participant deferral / active EE | $606 | $4,119-85.3% | $5,054-88.0% | $4,297-85.9% |
| Admin fee / account holder | $142 | $8,050-98.2% | $9,448-98.5% | $6,935-98.0% |