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 | $877 | $49,896-98.2% | $80,627-98.9% | $75,173-98.8% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.7pp | 67.2%+26.5pp |
| Annual return | 6.26% | 34.67%-28.4pp | 936.76%-930.5pp | 160.72%-154.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $70 | $3,578-98.0% | $5,381-98.7% | $5,651-98.8% |