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 | $979 | $56,134-98.3% | $96,171-99.0% | $85,847-98.9% |
| Participation rate | 94.2% | 56.7%+37.5pp | 68.4%+25.8pp | 69.3%+24.9pp |
| Annual return | 7.14% | 42.30%-35.2pp | 192.04%-184.9pp | 318.61%-311.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,858-100.0% | $4,350-100.0% | $3,952-100.0% |
| Admin fee / account holder | $56 | $3,769-98.5% | $5,538-99.0% | $6,261-99.1% |