Filed September 1, 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 | $11,396 | $98,240-88.4% | $82,313-86.2% | $147,585-92.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 50.51% | 30.85%+19.7pp | 25.88%+24.6pp | 578.58%-528.1pp |
| Employer contribution / active EE | $4,049 | $3,192+26.9% | $2,428+66.7% | $4,876-17.0% |
| Participant deferral / active EE | $6,390 | $4,383+45.8% | $3,706+72.4% | $5,439+17.5% |
| Admin fee / account holder | $178 | $8,563-97.9% | $5,608-96.8% | $10,886-98.4% |