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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 | $48,450 | $82,133-41.0% | $147,318-67.1% | $64,097-24.4% |
| Participation rate | 90.4% | 62.3%+28.1pp | 82.1%+8.3pp | 55.2%+35.2pp |
| Annual return | 203.61% | 78.78%+124.8pp | 70.43%+133.2pp | 34.64%+169.0pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $9,754 | $5,407+80.4% | $7,906+23.4% | $3,080+216.7% |
| Admin fee / account holder | $44 | $3,730-98.8% | $13,708-99.7% | $3,454-98.7% |