Filed December 28, 2023
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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 | $10,926 | $138,076-92.1% | $123,553-91.2% | $135,380-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.21%-119.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $2,791 | $5,152-45.8% | $4,628-39.7% | $4,779-41.6% |
| Participant deferral / active EE | $9,228 | $6,800+35.7% | $6,426+43.6% | $5,609+64.5% |
| Admin fee / account holder | $220 | $10,917-98.0% | $9,284-97.6% | $10,828-98.0% |