Filed February 15, 2021
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,974 | $161,852-78.4% | $92,240-62.1% | - |
| Participation rate | 100.0% | 64.7%+35.3pp | 76.5%+23.5pp | - |
| Annual return | 21.73% | 7.35%+14.4pp | 176.29%-154.6pp | - |
| Employer contribution / active EE | $7,198 | $1,845+290.0% | $3,680+95.6% | - |
| Participant deferral / active EE | $2,979 | $2,669+11.6% | $3,897-23.6% | - |
| Admin fee / account holder | $0 | $7,254-100.0% | $5,194-100.0% | - |