Filed March 17, 2023
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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 | $6,853 | $106,008-93.5% | $92,240-92.6% | $147,586-95.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.60% | 50.05%-30.5pp | 176.29%-156.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $1,687 | $4,333-61.1% | $3,680-54.2% | $4,876-65.4% |
| Participant deferral / active EE | $430 | $4,478-90.4% | $3,897-89.0% | $5,439-92.1% |
| Admin fee / account holder | $85 | $6,333-98.7% | $5,194-98.4% | $10,886-99.2% |