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 | $142,972-16.1% | $214,702-44.1% | $86,983+37.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 21.61% | 18.49%+3.1pp | 54.55%-32.9pp | 25.83%-4.2pp |
| Employer contribution / active EE | $2,559 | $4,635-44.8% | $6,461-60.4% | $2,584-1.0% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $234 | $17,617-98.7% | $19,830-98.8% | $7,856-97.0% |