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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 | $79,867-74.1% | $120,344-82.8% | $64,340-67.8% |
| Participation rate | 90.1% | 63.0%+27.1pp | 76.7%+13.4pp | 55.2%+34.9pp |
| Annual return | 70.67% | 21.10%+49.6pp | 20.30%+50.4pp | 24.14%+46.5pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $6,822 | $3,593+89.9% | $5,135+32.9% | $2,980+128.9% |
| Admin fee / account holder | $35 | $5,039-99.3% | $12,742-99.7% | $3,703-99.0% |