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Employer 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 | $20,723 | $85,515-75.8% | $112,040-81.5% | $67,986-69.5% |
| Participation rate | 90.1% | 68.2%+21.9pp | 76.5%+13.6pp | 57.2%+32.9pp |
| Annual return | 70.67% | 29.68%+41.0pp | 24.52%+46.2pp | 31.67%+39.0pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,822 | $4,014+70.0% | $5,098+33.8% | $3,358+103.2% |
| Admin fee / account holder | $35 | $3,774-99.1% | $12,098-99.7% | $3,203-98.9% |