Filed July 5, 2023
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,392 | $75,183-83.5% | $123,894-90.0% | $55,167-77.5% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.3pp |
| Annual return | 134.79% | 19.01%+115.8pp | 47.52%+87.3pp | 169.23%-34.4pp |
| Employer contribution / active EE | $2,244 | $2,823-20.5% | $4,617-51.4% | $1,963+14.3% |
| Participant deferral / active EE | $5,664 | $5,084+11.4% | $5,984-5.3% | $3,054+85.5% |
| Admin fee / account holder | $26 | $663-96.0% | $8,357-99.7% | $504-94.8% |