Filed March 17, 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 | $7,907 | $115,814-93.2% | $101,275-92.2% | $158,982-95.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 21.24% | 56.16%-34.9pp | 46.48%-25.2pp | 302.99%-281.7pp |
| Employer contribution / active EE | $2,201 | $4,176-47.3% | $3,660-39.9% | $4,763-53.8% |
| Participant deferral / active EE | $1,986 | $4,958-59.9% | $4,371-54.6% | $5,983-66.8% |
| Admin fee / account holder | $139 | $7,249-98.1% | $5,948-97.7% | $11,252-98.8% |