Filed January 26, 2023 (most recent of 3 filings on file)
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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 | $4,051 | $67,602-94.0% | $82,312-95.1% | $70,126-94.2% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.5pp | 69.5%+21.8pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,469 | $1,755-16.3% | $2,428-39.5% | $2,343-37.3% |
| Participant deferral / active EE | $2,504 | $2,987-16.2% | $3,706-32.4% | $3,332-24.8% |
| Admin fee / account holder | $30 | $4,512-99.3% | $5,608-99.5% | $4,645-99.3% |