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 | $861 | $52,279-98.4% | $89,435-99.0% | $79,856-98.9% |
| Participation rate | 94.5% | 57.5%+37.0pp | 68.0%+26.6pp | 69.6%+24.9pp |
| Annual return | 8.39% | 22.16%-13.8pp | 245.55%-237.2pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $49 | $3,356-98.5% | $4,884-99.0% | $5,306-99.1% |