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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 | $6,465 | $73,787-91.2% | $98,716-93.5% | $82,448-92.2% |
| Participation rate | 94.5% | 61.4%+33.1pp | 69.3%+25.2pp | 68.1%+26.5pp |
| Annual return | 21.09% | 18.57%+2.5pp | 31.81%-10.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1 | $1,511-99.9% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,322 | $3,081-24.7% | $4,048-42.6% | $4,139-43.9% |
| Admin fee / account holder | $83 | $6,500-98.7% | $8,703-99.0% | $7,234-98.9% |