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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 | $1,229 | $77,574-98.4% | $108,753-98.9% | $86,983-98.6% |
| Participation rate | 80.0% | 62.3%+17.7pp | 71.1%+8.9pp | 69.5%+10.5pp |
| Annual return | 25.91% | 18.42%+7.5pp | 37.47%-11.6pp | 25.83%+0.1pp |
| Employer contribution / active EE | $425 | $1,611-73.6% | $2,427-82.5% | $2,584-83.6% |
| Participant deferral / active EE | $1,199 | $3,128-61.7% | $4,115-70.9% | $4,194-71.4% |
| Admin fee / account holder | $148 | $6,529-97.7% | $10,320-98.6% | $7,856-98.1% |