Filed January 29, 2021 (most recent of 2 filings on file)
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,929 | $175,212-20.7% | $149,682-7.2% | $139,427-0.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.29% | 166.63%-149.3pp | 134.35%-117.1pp | 373.27%-356.0pp |
| Employer contribution / active EE | $0 | $5,475-100.0% | $4,818-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,792 | $6,520-72.5% | $5,681-68.5% | $6,711-73.3% |
| Admin fee / account holder | $8 | $16,150-100.0% | $13,210-99.9% | $11,404-99.9% |