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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 | $74,535-98.4% | $100,712-98.8% | $82,637-98.5% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 25.91% | 18.92%+7.0pp | 33.27%-7.4pp | 53.51%-27.6pp |
| Employer contribution / active EE | $425 | $1,503-71.7% | $2,313-81.6% | $2,552-83.4% |
| Participant deferral / active EE | $1,199 | $3,074-61.0% | $4,085-70.7% | $4,126-71.0% |
| Admin fee / account holder | $148 | $6,576-97.7% | $9,256-98.4% | $7,339-98.0% |