Filed August 27, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,030 | $82,674+52.4% | $125,381+0.5% | $68,486+84.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 225.53% | -5.97%+231.5pp | 572.31%-346.8pp | -7.85%+233.4pp |
| Employer contribution / active EE | $673 | $3,382-80.1% | $4,815-86.0% | $2,597-74.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $270 | $6,277-95.7% | $10,007-97.3% | $5,404-95.0% |