Filed February 3, 2020 (most recent of 4 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,159 | $81,494-80.2% | $133,978-87.9% | $73,497-78.0% |
| Participation rate | 93.5% | 76.4%+17.1pp | 79.8%+13.6pp | 70.7%+22.8pp |
| Annual return | 18.93% | 19.40%-0.5pp | 45.10%-26.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $213 | $2,210-90.4% | $3,919-94.6% | $2,270-90.6% |
| Participant deferral / active EE | $2,412 | $3,787-36.3% | $5,047-52.2% | $3,740-35.5% |
| Admin fee / account holder | $236 | $713-66.9% | $8,930-97.4% | $513-53.9% |