Filed May 22, 2020 (most recent of 4 filings on file)
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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 | $113,315-100.0% | $97,450-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 41.9%-41.9pp | 37.6%-37.6pp |
| Annual return | 19.41% | 7.90%+11.5pp | 10.56%+8.8pp | 9.30%+10.1pp |
| Employer contribution / active EE | $5,022 | $35,629-85.9% | $28,542-82.4% | $43,746-88.5% |
| Participant deferral / active EE | $0 | $332-100.0% | $484-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,309-100.0% | $1,464-100.0% | $12,596-100.0% |