Filed June 29, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,630 | $83,485+191.8% | $125,192+94.6% | $72,975+233.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 6.90% | 25.77%-18.9pp | 43.79%-36.9pp | 81.01%-74.1pp |
| Employer contribution / active EE | $5,432 | $2,346+131.6% | $3,866+40.5% | $2,440+122.6% |
| Participant deferral / active EE | $5,823 | $3,586+62.4% | $4,937+17.9% | $3,608+61.4% |
| Admin fee / account holder | $5 | $5,518-99.9% | $9,704-100.0% | $5,124-99.9% |