Filed July 20, 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 | $38,631 | $237,565-83.7% | $141,191-72.6% | - |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.5%-82.5pp | - |
| Annual return | 69.53% | 19.47%+50.1pp | 71.41%-1.9pp | - |
| Employer contribution / active EE | $0 | $2,430-100.0% | $4,736-100.0% | - |
| Participant deferral / active EE | $0 | $5,165-100.0% | $6,710-100.0% | - |
| Admin fee / account holder | $0 | $15,211-100.0% | $10,264-100.0% | - |