Filed June 22, 2022
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,635 | $198,457-56.3% | $170,435-49.2% | $147,586-41.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 8.59% | 257.30%-248.7pp | 205.94%-197.3pp | 578.59%-570.0pp |
| Employer contribution / active EE | $1,044 | $6,183-83.1% | $5,432-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $6,408 | $5,629+13.8% | $4,939+29.7% | $5,439+17.8% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |