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 | $9,759 | $86,288-88.7% | $111,306-91.2% | $85,851-88.6% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 16.86% | 19.99%-3.1pp | 54.67%-37.8pp | 318.63%-301.8pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,506 | $3,641+23.8% | $4,488+0.4% | $3,952+14.0% |
| Admin fee / account holder | $84 | $8,189-99.0% | $7,966-98.9% | $6,261-98.7% |