Filed December 17, 2020
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Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $702 | $81,504-99.1% | $102,437-99.3% | $80,959-99.1% |
| Participation rate | 98.9% | 66.9%+32.1pp | 74.5%+24.4pp | 67.7%+31.2pp |
| Annual return | 110.24% | 25.60%+84.6pp | 24.95%+85.3pp | 35.67%+74.6pp |
| Employer contribution / active EE | $164 | $3,104-94.7% | $3,871-95.8% | $2,757-94.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |