Filed February 1, 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 | $22,204 | $64,719-65.7% | $112,249-80.2% | $68,486-67.6% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -36.29% | -11.40%-24.9pp | 27.48%-63.8pp | -7.85%-28.4pp |
| Employer contribution / active EE | $1,023 | $2,747-62.8% | $3,636-71.9% | $2,597-60.6% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $273 | $5,232-94.8% | $6,412-95.7% | $5,404-94.9% |