Filed August 13, 2024
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,777 | $148,623-82.7% | $135,974-81.0% | $139,466-81.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.83% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | -$1,640 | $5,246-131.3% | $4,859-133.7% | $4,754-134.5% |
| Participant deferral / active EE | -$564 | $8,103-107.0% | $7,760-107.3% | $6,712-108.4% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |