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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 | $1,595 | $47,848-96.7% | $81,478-98.0% | $70,131-97.7% |
| Participation rate | 75.8% | 58.3%+17.5pp | 68.0%+7.8pp | 69.5%+6.3pp |
| Annual return | 15.48% | 27.25%-11.8pp | 38.78%-23.3pp | 73.14%-57.7pp |
| Employer contribution / active EE | $350 | $1,527-77.1% | $2,568-86.4% | $2,342-85.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $213 | $3,145-93.2% | $4,561-95.3% | $4,645-95.4% |