Filed August 11, 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 | $10,917 | $65,704-83.4% | $94,229-88.4% | $59,633-81.7% |
| Participation rate | 97.2% | 72.1%+25.1pp | 78.8%+18.5pp | 68.7%+28.6pp |
| Annual return | -3.89% | 5.22%-9.1pp | 10.68%-14.6pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $4,010 | $2,021+98.4% | $3,587+11.8% | $2,203+82.0% |
| Participant deferral / active EE | $1,824 | $3,143-42.0% | $4,320-57.8% | $3,192-42.8% |
| Admin fee / account holder | $64 | $4,265-98.5% | $6,269-99.0% | $4,297-98.5% |