Filed August 4, 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 | $19,587 | $49,138-60.1% | $84,021-76.7% | $65,185-70.0% |
| Participation rate | 96.5% | 60.7%+35.8pp | 69.0%+27.5pp | 70.2%+26.3pp |
| Annual return | 109.16% | 23.00%+86.2pp | 71.32%+37.8pp | 29.38%+79.8pp |
| Employer contribution / active EE | $1,775 | $914+94.2% | $1,984-10.5% | $2,177-18.5% |
| Participant deferral / active EE | $7,150 | $2,397+198.3% | $3,239+120.7% | $3,514+103.5% |
| Admin fee / account holder | $209 | $543-61.5% | $6,102-96.6% | $847-75.3% |