Filed August 19, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $9,844 | $167,362-94.1% | $143,799-93.2% | $134,532-92.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $2,314 | $5,620-58.8% | $4,952-53.3% | $4,741-51.2% |
| Participant deferral / active EE | $6,481 | $6,447+0.5% | $5,638+15.0% | $6,401+1.3% |
| Admin fee / account holder | $239 | $18,094-98.7% | $14,677-98.4% | $11,429-97.9% |