Filed March 6, 2025
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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 | $3,081 | $49,897-93.8% | $80,648-96.2% | $75,177-95.9% |
| Participation rate | 98.0% | 55.3%+42.7pp | 67.0%+31.0pp | 67.2%+30.8pp |
| Annual return | 0.00% | 34.68%-34.7pp | 937.21%-937.2pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,950 | $1,699+73.6% | $2,724+8.3% | $2,671+10.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $82 | $3,579-97.7% | $5,382-98.5% | $5,651-98.5% |