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 | $17,218 | $72,404-76.2% | $110,243-84.4% | $64,173-73.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.93% | -6.29%+2.4pp | 314.76%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $5,573 | $2,282+144.3% | $3,827+45.6% | $2,381+134.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $122 | $5,664-97.8% | $8,548-98.6% | $4,887-97.5% |