Filed July 23, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,975 | $149,446-19.7% | $256,809-53.3% | $94,015+27.6% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 21.61% | 17.55%+4.1pp | 32.73%-11.1pp | 17.84%+3.8pp |
| Employer contribution / active EE | $2,559 | $4,596-44.3% | $7,263-64.8% | $2,790-8.3% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $234 | $24,035-99.0% | $25,146-99.1% | $8,951-97.4% |