Filed October 4, 2021
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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 | $15,870 | $78,670-79.8% | $109,173-85.5% | $85,847-81.5% |
| Participation rate | 79.3% | 68.3%+11.0pp | 75.9%+3.4pp | 69.3%+10.0pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.61%-318.6pp |
| Employer contribution / active EE | $17,241 | $2,734+530.7% | $3,723+363.1% | $2,565+572.1% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |