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Participant 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 | $37,022 | $52,306-29.2% | $69,779-46.9% | $62,881-41.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.19% | 13.35%-6.2pp | 12.99%-5.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,022 | $1,799+68.0% | $2,338+29.3% | $2,281+32.5% |
| Participant deferral / active EE | $878 | $2,395-63.4% | $2,931-70.1% | $3,203-72.6% |
| Admin fee / account holder | $197 | $3,691-94.7% | $4,381-95.5% | $4,296-95.4% |