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 | $1,445 | $87,733-98.4% | $106,555-98.6% | $85,847-98.3% |
| Participation rate | 77.4% | 71.9%+5.5pp | 76.1%+1.3pp | 69.3%+8.1pp |
| Annual return | 559.10% | 21.86%+537.2pp | 26.80%+532.3pp | 318.61%+240.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |