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 | $2,955 | $103,000-97.1% | $90,300-96.7% | $152,885-98.1% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.5%-0.1pp |
| Annual return | 20.57% | 95.19%-74.6pp | 78.11%-57.5pp | 345.39%-324.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,622 | $4,281-62.1% | $3,884-58.2% | $5,851-72.3% |
| Admin fee / account holder | $173 | $6,173-97.2% | $5,353-96.8% | $11,598-98.5% |