Filed May 17, 2022
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,236 | $40,263-96.9% | $57,347-97.8% | $59,632-97.9% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 2.19% | 27.50%-25.3pp | 24.40%-22.2pp | 2041.32%-2039.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $28 | $2,819-99.0% | $3,356-99.2% | $4,297-99.3% |