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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 | $136,147 | $77,962+74.6% | $178,540-23.7% | $80,935+68.2% |
| Participation rate | 98.9% | 65.7%+33.2pp | 77.1%+21.8pp | 67.7%+31.2pp |
| Annual return | 29.90% | 18.10%+11.8pp | 27.15%+2.7pp | 35.66%-5.8pp |
| Employer contribution / active EE | $5,660 | $2,280+148.2% | $3,953+43.2% | $2,757+105.3% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $228 | $7,156-96.8% | $10,424-97.8% | $6,924-96.7% |