Filed May 16, 2022 (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 | $8,690 | $46,877-81.5% | $122,354-92.9% | $70,126-87.6% |
| Participation rate | 82.8% | 58.2%+24.5pp | 71.6%+11.1pp | 69.5%+13.2pp |
| Annual return | 27.57% | 24.22%+3.4pp | 30.28%-2.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $907 | $1,288-29.6% | $4,051-77.6% | $2,343-61.3% |
| Participant deferral / active EE | $2,199 | $2,167+1.5% | $3,287-33.1% | $3,332-34.0% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |