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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 | $696 | $29,051-97.6% | $52,425-98.7% | $67,986-99.0% |
| Participation rate | 85.5% | 30.4%+55.1pp | 55.6%+29.9pp | 57.2%+28.3pp |
| Annual return | 244.86% | 24.00%+220.9pp | 302.12%-57.3pp | 31.67%+213.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $833 | $873-4.5% | $1,790-53.4% | $3,358-75.2% |
| Admin fee / account holder | $53 | $2,113-97.5% | $2,495-97.9% | $3,203-98.4% |