Filed January 26, 2022 (most recent of 2 filings on file)
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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 | $11,935 | $84,236-85.8% | $170,435-93.0% | $70,126-83.0% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 88.44% | 23.06%+65.4pp | 205.94%-117.5pp | 73.15%+15.3pp |
| Employer contribution / active EE | $1,236 | $3,387-63.5% | $5,432-77.2% | $2,343-47.2% |
| Participant deferral / active EE | $3,923 | $3,086+27.1% | $4,939-20.6% | $3,332+17.8% |
| Admin fee / account holder | $255 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |