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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 | $87,465-76.3% | $122,979-83.1% | $65,306-68.3% |
| Participation rate | 90.1% | 66.0%+24.1pp | 77.2%+12.9pp | 57.7%+32.4pp |
| Annual return | 70.67% | 19.76%+50.9pp | 20.12%+50.6pp | 21.94%+48.7pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $6,822 | $3,705+84.1% | $5,003+36.4% | $2,959+130.5% |
| Admin fee / account holder | $35 | $5,100-99.3% | $12,864-99.7% | $3,480-99.0% |