Filed January 9, 2025 (most recent of 2 filings on file)
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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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,278 | $50,385-89.5% | $75,501-93.0% | $62,293-91.5% |
| Participation rate | 99.0% | 67.7%+31.3pp | 72.4%+26.6pp | 69.5%+29.5pp |
| Annual return | 60.70% | 19.90%+40.8pp | 27.35%+33.3pp | 28.90%+31.8pp |
| Employer contribution / active EE | $304 | $1,537-80.2% | $2,352-87.1% | $2,042-85.1% |
| Participant deferral / active EE | $1,889 | $2,445-22.8% | $3,142-39.9% | $3,169-40.4% |
| Admin fee / account holder | $25 | $384-93.6% | $5,801-99.6% | $479-94.9% |