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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 | $33,832 | $43,504-22.2% | $68,612-50.7% | $56,289-39.9% |
| Participation rate | 99.0% | 67.8%+31.2pp | 72.2%+26.8pp | 69.9%+29.2pp |
| Annual return | 1.13% | -3.15%+4.3pp | -4.63%+5.8pp | -9.96%+11.1pp |
| Employer contribution / active EE | $2,145 | $1,525+40.6% | $2,625-18.3% | $2,111+1.6% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $254 | $515-50.7% | $5,131-95.1% | $521-51.3% |