Filed September 15, 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 | $976 | $57,073-98.3% | $85,126-98.9% | $80,925-98.8% |
| Participation rate | 81.5% | 56.4%+25.1pp | 67.5%+14.0pp | 67.7%+13.8pp |
| Annual return | 7.89% | 21.69%-13.8pp | 66.63%-58.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $835 | $3,113-73.2% | $4,523-81.5% | $4,299-80.6% |
| Admin fee / account holder | $217 | $4,988-95.6% | $6,160-96.5% | $6,940-96.9% |