Filed June 11, 2024 (most recent of 2 filings on file)
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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 | $10,510 | $90,486-88.4% | $78,676-86.6% | $273,972-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $988 | $3,175-68.9% | $2,850-65.3% | $4,869-79.7% |
| Participant deferral / active EE | $1,205 | $3,901-69.1% | $3,517-65.7% | $5,287-77.2% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |