Filed April 22, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $996 | $57,140-98.3% | $85,240-98.8% | $80,959-98.8% |
| Participation rate | 91.1% | 56.4%+34.7pp | 67.5%+23.6pp | 67.7%+23.4pp |
| Annual return | 3.50% | 21.71%-18.2pp | 66.75%-63.3pp | 35.67%-32.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $73 | $4,992-98.5% | $6,165-98.8% | $6,925-98.9% |