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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,103 | $29,319-92.8% | $52,425-96.0% | $82,448-97.4% |
| Participation rate | 92.2% | 46.9%+45.4pp | 55.6%+36.6pp | 68.1%+24.1pp |
| Annual return | 26.16% | 535.20%-509.0pp | 302.12%-276.0pp | 41.64%-15.5pp |
| Employer contribution / active EE | $18 | $586-97.0% | $914-98.1% | $2,551-99.3% |
| Participant deferral / active EE | $1,184 | $1,171+1.1% | $1,790-33.8% | $4,139-71.4% |
| Admin fee / account holder | $162 | $1,962-91.7% | $2,495-93.5% | $7,234-97.8% |