Filed May 14, 2020
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,714 | $75,183-79.1% | $123,894-87.3% | $55,167-71.5% |
| Participation rate | 95.2% | 72.8%+22.4pp | 81.4%+13.8pp | 69.0%+26.2pp |
| Annual return | 7.62% | 19.01%-11.4pp | 47.52%-39.9pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,135 | $2,823-24.4% | $4,617-53.7% | $1,963+8.8% |
| Participant deferral / active EE | $3,265 | $5,084-35.8% | $5,984-45.4% | $3,054+6.9% |
| Admin fee / account holder | $121 | $663-81.8% | $8,357-98.6% | $504-76.0% |