Filed November 18, 2022
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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 | $6,663 | $87,834-92.4% | $133,975-95.0% | $62,881-89.4% |
| Participation rate | 96.5% | 83.4%+13.1pp | 87.1%+9.4pp | 69.3%+27.2pp |
| Annual return | 12.51% | 12.05%+0.5pp | 29.29%-16.8pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,501 | $3,482-56.9% | $5,211-71.2% | $2,281-34.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $234 | $5,372-95.6% | $9,324-97.5% | $4,296-94.6% |