Filed August 3, 2023
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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 | $15,771 | $52,678-70.1% | $75,784-79.2% | $59,633-73.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 9.76% | 2.95%+6.8pp | 9.68%+0.1pp | 2041.45%-2031.7pp |
| Employer contribution / active EE | $907 | $2,193-58.7% | $3,323-72.7% | $2,203-58.8% |
| Participant deferral / active EE | $1,770 | $2,591-31.7% | $3,652-51.5% | $3,192-44.5% |
| Admin fee / account holder | $120 | $3,610-96.7% | $5,300-97.7% | $4,297-97.2% |