Filed January 6, 2025
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,693 | $110,083-57.6% | $151,628-69.2% | $68,495-31.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.44% | -10.12%-10.3pp | 3.34%-23.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $9,508 | $4,470+112.7% | $6,165+54.2% | $2,596+266.2% |
| Participant deferral / active EE | $7,586 | $6,526+16.2% | $8,363-9.3% | $4,028+88.3% |
| Admin fee / account holder | $205 | $7,718-97.3% | $11,613-98.2% | $5,403-96.2% |