Filed November 20, 2023 (most recent of 2 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 | $6,437 | $54,380-88.2% | $68,509-90.6% | $59,633-89.2% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 68.7%+28.5pp |
| Annual return | 18.76% | 2.83%+15.9pp | 8.27%+10.5pp | 2041.45%-2022.7pp |
| Employer contribution / active EE | $455 | $1,539-70.4% | $2,278-80.0% | $2,203-79.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $260 | $3,885-93.3% | $5,275-95.1% | $4,297-94.0% |