Filed May 10, 2023
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Annual investment return 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 | $21,057 | $102,385-79.4% | $147,080-85.7% | $80,935-74.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 4.93% | 135.09%-130.2pp | 420.17%-415.2pp | 35.66%-30.7pp |
| Employer contribution / active EE | $4,688 | $3,717+26.1% | $4,933-5.0% | $2,757+70.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $94 | $7,951-98.8% | $12,989-99.3% | $6,924-98.6% |