Filed December 13, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,556 | $39,132-42.4% | $57,196-60.6% | $62,881-64.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.27% | 9.24%-9.0pp | 14.59%-14.3pp | 20.14%-19.9pp |
| Employer contribution / active EE | $3,463 | $1,874+84.8% | $2,683+29.1% | $2,281+51.8% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $92 | $2,594-96.4% | $3,141-97.1% | $4,296-97.8% |