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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 | $31,105-98.6% | $53,647-99.2% | $64,097-99.3% |
| Participation rate | 94.3% | 30.7%+63.6pp | 56.3%+38.0pp | 55.2%+39.1pp |
| Annual return | 0.00% | 22.54%-22.5pp | 358.33%-358.3pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $517 | $896-42.3% | $1,813-71.5% | $3,080-83.2% |
| Admin fee / account holder | $2 | $2,195-99.9% | $2,460-99.9% | $3,454-99.9% |