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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 | $53,063-99.3% | $124,206-99.7% | $82,637-99.5% |
| Participation rate | 77.1% | 58.4%+18.7pp | 69.6%+7.6pp | 68.1%+9.1pp |
| Annual return | 30.87% | 68.87%-38.0pp | 515.27%-484.4pp | 53.51%-22.6pp |
| Employer contribution / active EE | $335 | $1,530-78.1% | $3,540-90.5% | $2,552-86.9% |
| Participant deferral / active EE | $656 | $2,644-75.2% | $3,968-83.5% | $4,126-84.1% |
| Admin fee / account holder | $89 | $4,281-97.9% | $5,929-98.5% | $7,339-98.8% |