Filed December 12, 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 | $4,372 | $48,078-90.9% | $78,676-94.4% | $62,881-93.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.29% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $453 | $2,015-77.5% | $2,850-84.1% | $2,281-80.1% |
| Participant deferral / active EE | $105 | $2,587-95.9% | $3,517-97.0% | $3,203-96.7% |
| Admin fee / account holder | $97 | $3,206-97.0% | $4,510-97.8% | $4,296-97.7% |