Filed February 1, 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 | $16,562 | $157,304-89.5% | $141,197-88.3% | $152,909-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.59% | 64.34%-46.8pp | 71.41%-53.8pp | 345.46%-327.9pp |
| Employer contribution / active EE | $8,978 | $5,263+70.6% | $4,736+89.6% | $4,764+88.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |