Filed May 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 | $11,905 | $81,476-85.4% | $102,383-88.4% | $80,925-85.3% |
| Participation rate | 93.3% | 66.8%+26.4pp | 74.5%+18.7pp | 67.7%+25.6pp |
| Annual return | 0.00% | 25.59%-25.6pp | 24.94%-24.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $11,236 | $3,105+261.9% | $3,870+190.3% | $2,756+307.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |