Filed February 14, 2025
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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 | $9,741 | $91,198-89.3% | $178,503-94.5% | $79,856-87.8% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 15.97% | 24.20%-8.2pp | 151.12%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,057 | $3,257-67.5% | $5,011-78.9% | $2,471-57.2% |
| Participant deferral / active EE | $1,597 | $3,237-50.7% | $5,202-69.3% | $3,741-57.3% |
| Admin fee / account holder | $289 | $6,748-95.7% | $13,987-97.9% | $5,306-94.5% |