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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,861 | $57,541+16.2% | $95,740-30.2% | $75,173-11.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.84% | 34.93%-15.1pp | 28.41%-8.6pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,304 | $3,074-25.1% | $4,244-45.7% | $4,126-44.2% |
| Admin fee / account holder | $123 | $4,099-97.0% | $5,676-97.8% | $5,651-97.8% |