Filed March 6, 2022
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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 | $15,177 | $56,894-73.3% | $84,753-82.1% | $62,881-75.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 51.85% | 6.30%+45.5pp | 22.78%+29.1pp | 20.14%+31.7pp |
| Employer contribution / active EE | $2,223 | $2,400-7.4% | $3,574-37.8% | $2,281-2.6% |
| Participant deferral / active EE | $6,002 | $2,709+121.6% | $3,712+61.7% | $3,203+87.4% |
| Admin fee / account holder | $253 | $3,581-92.9% | $5,333-95.3% | $4,296-94.1% |