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Participant 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 | $397 | $52,353-99.2% | $120,225-99.7% | $82,448-99.5% |
| Participation rate | 77.1% | 58.3%+18.8pp | 69.6%+7.6pp | 68.1%+9.1pp |
| Annual return | 30.87% | 61.85%-31.0pp | 439.23%-408.4pp | 41.64%-10.8pp |
| Employer contribution / active EE | $335 | $1,510-77.8% | $3,475-90.3% | $2,551-86.9% |
| Participant deferral / active EE | $656 | $2,627-75.0% | $3,999-83.6% | $4,139-84.2% |
| Admin fee / account holder | $89 | $4,363-98.0% | $5,696-98.4% | $7,234-98.8% |