Filed January 26, 2024
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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 | $3,815 | $78,668-95.2% | $109,152-96.5% | $85,854-95.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.56%-318.6pp |
| Employer contribution / active EE | $1,533 | $2,733-43.9% | $3,722-58.8% | $2,565-40.2% |
| Participant deferral / active EE | $2,250 | $3,467-35.1% | $4,653-51.7% | $3,952-43.1% |
| Admin fee / account holder | $91 | $5,469-98.3% | $6,753-98.7% | $6,260-98.6% |