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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 | $435 | $36,140-98.8% | $73,658-99.4% | $64,340-99.3% |
| Participation rate | 94.3% | 31.0%+63.3pp | 57.0%+37.3pp | 55.2%+39.1pp |
| Annual return | 0.00% | 21.48%-21.5pp | 29.72%-29.7pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $517 | $1,023-49.4% | $2,062-74.9% | $2,980-82.6% |
| Admin fee / account holder | $2 | $2,513-99.9% | $3,357-99.9% | $3,703-99.9% |