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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 | $12,847 | $63,346-79.7% | $92,240-86.1% | $70,126-81.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.49% | 530.19%-516.7pp | 176.29%-162.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,719 | $2,471+90.9% | $3,680+28.2% | $2,343+101.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $135 | $3,841-96.5% | $5,194-97.4% | $4,645-97.1% |