Filed February 24, 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 | $1,016 | $81,504-98.8% | $102,437-99.0% | $80,959-98.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $15,625 | $3,104+403.5% | $3,871+303.7% | $2,757+466.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $68 | $6,719-99.0% | $8,388-99.2% | $6,925-99.0% |