Filed June 10, 2025
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Employer contribution per participant 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 | $7,797 | $93,598-91.7% | $135,974-94.3% | $75,173-89.6% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 723.71% | 30.89%+692.8pp | 68.30%+655.4pp | 160.72%+563.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,571 | $6,405-28.6% | $7,760-41.1% | $4,126+10.8% |
| Admin fee / account holder | $219 | $6,978-96.9% | $10,767-98.0% | $5,651-96.1% |