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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 | $83,898-92.3% | $133,346-95.2% | $94,015-93.1% |
| Participation rate | 94.5% | 63.4%+31.2pp | 72.8%+21.7pp | 70.8%+23.7pp |
| Annual return | 21.09% | 16.00%+5.1pp | 36.85%-15.8pp | 17.84%+3.2pp |
| Employer contribution / active EE | $1 | $1,821-99.9% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,322 | $3,245-28.4% | $4,332-46.4% | $4,249-45.4% |
| Admin fee / account holder | $83 | $7,809-98.9% | $14,264-99.4% | $8,951-99.1% |