Filed October 10, 2024
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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 | $18,899 | $160,059-88.2% | $140,019-86.5% | $135,380-86.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -19.96% | 911.48%-931.4pp | 651.17%-671.1pp | 519.81%-539.8pp |
| Employer contribution / active EE | $4,687 | $6,420-27.0% | $5,605-16.4% | $4,779-1.9% |
| Participant deferral / active EE | $7,658 | $7,641+0.2% | $6,927+10.6% | $5,609+36.5% |
| Admin fee / account holder | $31 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |