Filed February 20, 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 | $3,300 | $50,637-93.5% | $86,582-96.2% | $62,293-94.7% |
| Participation rate | 70.7% | 67.9%+2.8pp | 73.5%-2.9pp | 69.5%+1.2pp |
| Annual return | 0.00% | 20.80%-20.8pp | 965.08%-965.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $412 | $2,075-80.2% | $2,839-85.5% | $2,042-79.8% |
| Participant deferral / active EE | $500 | $2,611-80.9% | $3,609-86.2% | $3,169-84.2% |
| Admin fee / account holder | $6 | $413-98.7% | $4,904-99.9% | $479-98.9% |