Filed December 9, 2020
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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 | $8,210 | $102,978-92.0% | $90,287-90.9% | $152,870-94.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 57.43% | 95.17%-37.7pp | 78.10%-20.7pp | 345.34%-287.9pp |
| Employer contribution / active EE | $3,747 | $3,139+19.4% | $2,855+31.3% | $4,763-21.3% |
| Participant deferral / active EE | $1,257 | $4,281-70.6% | $3,885-67.7% | $5,850-78.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,597-100.0% |