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 | $9,305 | $100,060-90.7% | $149,721-93.8% | $70,126-86.7% |
| Participation rate | 97.3% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.8pp |
| Annual return | 22.28% | 27.46%-5.2pp | 1501.67%-1479.4pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,903 | $3,661-48.0% | $5,444-65.0% | $2,343-18.8% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $217 | $8,285-97.4% | $11,282-98.1% | $4,645-95.3% |