Filed October 21, 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 | $17,910 | $198,457-91.0% | $170,435-89.5% | $147,586-87.9% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 12.31% | 257.30%-245.0pp | 205.94%-193.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |