Filed October 25, 2022
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,587 | $82,674+13.2% | $125,358-25.3% | $68,498+36.6% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.03%-572.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $349 | $3,381-89.7% | $4,814-92.7% | $2,596-86.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $55 | $6,276-99.1% | $10,007-99.5% | $5,403-99.0% |