Filed August 2, 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 | $23,653 | $135,645-82.6% | $110,243-78.5% | $135,379-82.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.60% | 513.24%-521.8pp | 314.76%-323.4pp | 519.79%-528.4pp |
| Employer contribution / active EE | $5,088 | $4,907+3.7% | $3,827+33.0% | $4,779+6.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $248 | $11,458-97.8% | $8,548-97.1% | $10,828-97.7% |