Filed January 17, 2025
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Employer contribution per participant 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 | $9,685 | $99,031-90.2% | $86,597-88.8% | $147,585-93.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 34.34% | 1312.56%-1278.2pp | 964.96%-930.6pp | 578.57%-544.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,700 | $3,972-6.9% | $3,609+2.5% | $5,439-32.0% |
| Admin fee / account holder | $34 | $5,711-99.4% | $4,906-99.3% | $10,885-99.7% |