Filed January 19, 2021
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,911 | $185,905+80.2% | $170,057+96.9% | $139,487+140.1% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.1pp |
| Annual return | 25.20% | 60.56%-35.4pp | 53.42%-28.2pp | 373.84%-348.6pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $16,779 | $11,627+44.3% | $10,411+61.2% | $6,713+150.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |