Filed April 24, 2025
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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 | $16,163 | $157,296-89.7% | $141,191-88.6% | $152,897-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.61% | 64.34%-24.7pp | 71.41%-31.8pp | 345.43%-305.8pp |
| Employer contribution / active EE | $2,997 | $5,262-43.1% | $4,736-36.7% | $4,764-37.1% |
| Participant deferral / active EE | $5,376 | $7,111-24.4% | $6,710-19.9% | $5,851-8.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |