Filed March 23, 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 | $11,488 | $72,177-84.1% | $115,038-90.0% | $59,633-80.7% |
| Participation rate | 85.5% | 72.6%+12.9pp | 81.4%+4.1pp | 68.7%+16.8pp |
| Annual return | -0.09% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.47%-2041.6pp |
| Employer contribution / active EE | $1,234 | $2,841-56.6% | $4,608-73.2% | $2,203-44.0% |
| Participant deferral / active EE | $793 | $4,783-83.4% | $6,026-86.8% | $3,192-75.2% |
| Admin fee / account holder | $3 | $4,927-99.9% | $8,175-100.0% | $4,297-99.9% |