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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 | $7,237 | $95,406-92.4% | $185,849-96.1% | $85,847-91.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 43.18% | 23.59%+19.6pp | 122.10%-78.9pp | 318.61%-275.4pp |
| Employer contribution / active EE | $1,291 | $3,314-61.0% | $5,169-75.0% | $2,565-49.7% |
| Participant deferral / active EE | $1,817 | $3,424-46.9% | $5,569-67.4% | $3,952-54.0% |
| Admin fee / account holder | $0 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |