Filed February 15, 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 | $12,028 | $183,968-93.5% | $162,166-92.6% | $152,870-92.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.50% | 150.77%-128.3pp | 115.59%-93.1pp | 345.34%-322.8pp |
| Employer contribution / active EE | $5,755 | $6,371-9.7% | $5,614+2.5% | $4,763+20.8% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |