Filed November 22, 2022
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Annual investment return 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 | $6,373 | $90,617-93.0% | $79,476-92.0% | $135,382-95.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.68% | 977.57%-997.3pp | 718.21%-737.9pp | 519.77%-539.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,654 | $4,050+89.0% | $3,704+106.6% | $5,609+36.5% |
| Admin fee / account holder | $16 | $5,907-99.7% | $5,113-99.7% | $10,829-99.8% |