Filed August 15, 2020
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,360 | $138,075-81.6% | $123,552-79.5% | $135,379-81.3% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -9.48% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $2,007 | $5,152-61.0% | $4,628-56.6% | $4,779-58.0% |
| Participant deferral / active EE | $3,892 | $6,800-42.8% | $6,426-39.4% | $5,609-30.6% |
| Admin fee / account holder | $252 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |