Filed January 29, 2025 (most recent of 3 filings on file)
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,338 | $50,637-97.4% | $86,582-98.5% | $62,293-97.9% |
| Participation rate | 90.3% | 67.9%+22.4pp | 73.5%+16.7pp | 69.5%+20.8pp |
| Annual return | 0.00% | 20.80%-20.8pp | 965.08%-965.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $566 | $2,075-72.7% | $2,839-80.1% | $2,042-72.3% |
| Participant deferral / active EE | $645 | $2,611-75.3% | $3,609-82.1% | $3,169-79.6% |
| Admin fee / account holder | $33 | $413-92.0% | $4,904-99.3% | $479-93.1% |