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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 | $23,979 | $69,511-65.5% | $94,664-74.7% | $71,511-66.5% |
| Participation rate | 82.3% | 78.4%+3.9pp | 80.8%+1.5pp | 67.9%+14.4pp |
| Annual return | 185.31% | 29.67%+155.6pp | 156.84%+28.5pp | 28.86%+156.5pp |
| Employer contribution / active EE | $3,783 | $2,853+32.6% | $3,673+3.0% | $2,589+46.1% |
| Participant deferral / active EE | $5,012 | $7,348-31.8% | $7,417-32.4% | $4,291+16.8% |
| Admin fee / account holder | $194 | $1,211-84.0% | $7,222-97.3% | $1,588-87.8% |