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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,804 | $73,102-90.7% | $123,552-94.5% | $56,287-87.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -3.43% | 3.01%-6.4pp | 119.20%-122.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $639 | $2,977-78.5% | $4,628-86.2% | $2,111-69.8% |
| Participant deferral / active EE | $1,270 | $5,423-76.6% | $6,426-80.2% | $3,350-62.1% |
| Admin fee / account holder | $47 | $554-91.6% | $9,285-99.5% | $521-91.0% |