Filed December 13, 2019
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,769 | $43,344-42.9% | $59,899-58.6% | $64,173-61.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 5.52% | -1.55%+7.1pp | 3.46%+2.1pp | 7.63%-2.1pp |
| Employer contribution / active EE | $3,766 | $2,030+85.6% | $2,723+38.3% | $2,381+58.2% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $49 | $3,008-98.4% | $3,592-98.6% | $4,887-99.0% |