Filed October 25, 2023
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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 | $11,404 | $83,485-86.3% | $125,192-90.9% | $72,975-84.4% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | 0.00% | 25.77%-25.8pp | 43.79%-43.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,646 | $2,346+12.8% | $3,866-31.5% | $2,440+8.5% |
| Participant deferral / active EE | $6,106 | $3,586+70.3% | $4,937+23.7% | $3,608+69.2% |
| Admin fee / account holder | $156 | $5,518-97.2% | $9,704-98.4% | $5,124-97.0% |