Filed May 2, 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 | $10,691 | $82,630-87.1% | $64,105-83.3% | $125,389-91.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.97% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $5,410 | $2,671+102.5% | $1,820+197.3% | $4,866+11.2% |
| Participant deferral / active EE | $2,289 | $3,608-36.6% | $2,822-18.9% | $5,352-57.2% |
| Admin fee / account holder | $273 | $6,382-95.7% | $4,499-93.9% | $9,541-97.1% |