Filed January 20, 2023
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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 | $14,343 | $86,298-83.4% | $111,308-87.1% | $85,847-83.3% |
| Participation rate | 88.2% | 73.3%+14.9pp | 77.3%+10.9pp | 69.3%+18.9pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.67%-54.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $12,867 | $2,044+529.6% | $2,732+371.0% | $2,565+401.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |