Filed November 17, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,756 | $52,911-81.6% | $73,309-86.7% | $59,633-83.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 14.38% | 12.20%+2.2pp | 5.67%+8.7pp | 2041.40%-2027.0pp |
| Employer contribution / active EE | $1,488 | $1,909-22.0% | $3,237-54.0% | $2,203-32.4% |
| Participant deferral / active EE | $3,098 | $4,069-23.9% | $4,991-37.9% | $3,192-2.9% |
| Admin fee / account holder | $92 | $3,835-97.6% | $5,635-98.4% | $4,297-97.9% |