Filed March 5, 2021 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,129 | $72,303-69.4% | $86,698-74.5% | $64,819-65.9% |
| Participation rate | 71.2% | 80.4%-9.2pp | 76.6%-5.4pp | 71.5%-0.3pp |
| Annual return | 16.51% | 392.77%-376.3pp | 35.95%-19.4pp | 32.84%-16.3pp |
| Employer contribution / active EE | $194 | $2,393-91.9% | $2,837-93.2% | $2,507-92.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-99.9% | $7,493-100.0% | $188-99.9% |