Filed May 10, 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 | $9,623 | $138,114-93.0% | $125,391-92.3% | $134,545-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.82% | 750.88%-744.1pp | 572.41%-565.6pp | 418.37%-411.6pp |
| Employer contribution / active EE | $3,393 | $5,246-35.3% | $4,816-29.5% | $4,742-28.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $265 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |