Filed October 11, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.3%-47.3pp |
| Annual return | 14.61% | 10.25%+4.4pp | 10.78%+3.8pp | 12.16%+2.4pp |
| Employer contribution / active EE | $8,600 | $47,546-81.9% | $41,857-79.5% | $44,747-80.8% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |