Filed December 14, 2020
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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 | $5,689 | $78,423-92.7% | $95,964-94.1% | $79,856-92.9% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,294 | $1,945-33.5% | $2,541-49.1% | $2,471-47.6% |
| Participant deferral / active EE | $3,281 | $3,440-4.6% | $4,167-21.2% | $3,741-12.3% |
| Admin fee / account holder | $22 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |