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 | $22,255 | $184,000-87.9% | $162,185-86.3% | $152,909-85.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 38.81% | 150.80%-112.0pp | 115.61%-76.8pp | 345.46%-306.6pp |
| Employer contribution / active EE | $3,571 | $6,370-43.9% | $5,613-36.4% | $4,764-25.0% |
| Participant deferral / active EE | $6,825 | $8,033-15.0% | $7,297-6.5% | $5,851+16.6% |
| Admin fee / account holder | $42 | $13,124-99.7% | $10,844-99.6% | $11,601-99.6% |