Filed November 6, 2023 (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 | $16,045 | $78,707-79.6% | $117,861-86.4% | $70,126-77.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.37% | 23.30%-9.9pp | 335.11%-321.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $6,768 | $2,223+204.4% | $3,786+78.7% | $2,343+188.9% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14 | $5,066-99.7% | $8,021-99.8% | $4,645-99.7% |