Filed December 20, 2019
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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 | $96,069 | $106,267-9.6% | $96,520-0.5% | $139,456-31.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 38.45%-26.7pp | 35.72%-23.9pp | 373.45%-361.7pp |
| Employer contribution / active EE | $3,010 | $4,105-26.7% | $3,739-19.5% | $4,753-36.7% |
| Participant deferral / active EE | $722 | $5,454-86.8% | $4,879-85.2% | $6,711-89.2% |
| Admin fee / account holder | $188 | $7,882-97.6% | $6,733-97.2% | $11,407-98.4% |