Filed July 31, 2024 (most recent of 2 filings on file)
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Participant 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 | $12,621 | $100,041-87.4% | $149,718-91.6% | $70,131-82.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.16% | 27.43%-9.3pp | 1501.70%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,480 | $3,662-59.6% | $5,444-72.8% | $2,342-36.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $120 | $8,286-98.6% | $11,283-98.9% | $4,645-97.4% |