Filed October 10, 2024
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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 | $9,097 | $171,865-94.7% | $149,718-93.9% | $147,585-93.8% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 0.00% | 2113.29%-2113.3pp | 1501.67%-1501.7pp | 578.56%-578.6pp |
| Employer contribution / active EE | $2,766 | $6,275-55.9% | $5,445-49.2% | $4,876-43.3% |
| Participant deferral / active EE | $6,011 | $7,270-17.3% | $6,569-8.5% | $5,439+10.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |