Filed January 26, 2022
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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 | $7,675 | $40,264-80.9% | $57,349-86.6% | $59,633-87.1% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 68.7%+25.8pp |
| Annual return | 2.10% | 27.51%-25.4pp | 24.40%-22.3pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $1,911 | $1,922-0.6% | $2,689-28.9% | $2,203-13.3% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $87 | $2,819-96.9% | $3,356-97.4% | $4,297-98.0% |