Filed February 18, 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 | $59,493 | $98,776-39.8% | $149,745-60.3% | $79,856-25.5% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $655 | $3,217-79.6% | $4,646-85.9% | $2,471-73.5% |
| Participant deferral / active EE | $1,519 | $5,681-73.3% | $6,843-77.8% | $3,741-59.4% |
| Admin fee / account holder | $129 | $6,053-97.9% | $9,312-98.6% | $5,306-97.6% |