Filed June 8, 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 | $1,482 | $100,848-98.5% | $86,717-98.3% | $134,554-98.9% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -0.14% | 29.12%-29.3pp | 35.97%-36.1pp | 418.46%-418.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,657-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4 | $10,930-100.0% | $7,494-99.9% | $11,430-100.0% |