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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 | $2,103 | $36,948-94.3% | $73,658-97.1% | $87,485-97.6% |
| Participation rate | 92.2% | 46.8%+45.4pp | 57.0%+35.2pp | 68.9%+23.3pp |
| Annual return | 26.16% | 28.64%-2.5pp | 29.72%-3.6pp | 26.06%+0.1pp |
| Employer contribution / active EE | $18 | $670-97.4% | $1,032-98.3% | $2,596-99.3% |
| Participant deferral / active EE | $1,184 | $1,379-14.1% | $2,062-42.6% | $4,274-72.3% |
| Admin fee / account holder | $162 | $2,531-93.6% | $3,357-95.2% | $7,775-97.9% |