Filed January 26, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,665 | $45,050-76.3% | $63,018-83.1% | $70,126-84.8% |
| Participation rate | 87.1% | 69.5%+17.6pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 13.15% | 18.76%-5.6pp | 87.62%-74.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,157 | $2,052+5.1% | $2,761-21.9% | $2,343-7.9% |
| Participant deferral / active EE | $2 | $2,466-99.9% | $3,330-99.9% | $3,332-99.9% |
| Admin fee / account holder | $138 | $2,834-95.1% | $3,601-96.2% | $4,645-97.0% |