Filed October 13, 2024
Total covered: 2 employees
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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 | $21,191 | $80,983-73.8% | $96,544-78.1% | $75,177-71.8% |
| Participation rate | 94.0% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.8pp |
| Annual return | 0.00% | 27.05%-27.1pp | 25.88%-25.9pp | 160.75%-160.8pp |
| Employer contribution / active EE | $19,926 | $2,282+773.0% | $2,966+571.7% | $2,671+646.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |