Filed April 23, 2025
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Employer 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 | $20,204 | $181,896-88.9% | $156,551-87.1% | $273,972-92.6% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 24.48% | 30.74%-6.3pp | 32.23%-7.7pp | 41.46%-17.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,178 | $5,550-60.8% | $4,871-55.3% | $5,287-58.8% |
| Admin fee / account holder | $223 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |