Filed March 11, 2025 (most recent of 2 filings on file)
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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 | $11,989 | $76,551-84.3% | $123,894-90.3% | $62,881-80.9% |
| Participation rate | 98.7% | 73.0%+25.7pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 15.04% | 18.68%-3.6pp | 47.52%-32.5pp | 20.14%-5.1pp |
| Employer contribution / active EE | $2,038 | $2,882-29.3% | $4,617-55.9% | $2,281-10.6% |
| Participant deferral / active EE | $4,554 | $4,840-5.9% | $5,984-23.9% | $3,203+42.2% |
| Admin fee / account holder | $232 | $4,826-95.2% | $8,357-97.2% | $4,296-94.6% |