Filed July 10, 2024
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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 | $3,881 | $77,638-95.0% | $156,551-97.5% | $62,881-93.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,568 | $3,444-25.4% | $5,501-53.3% | $2,281+12.6% |
| Participant deferral / active EE | $870 | $3,046-71.4% | $4,871-82.1% | $3,203-72.8% |
| Admin fee / account holder | $5 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |