Filed December 16, 2019
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,429 | $73,009+130.7% | $90,760+85.6% | $68,486+145.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -8.67% | -13.81%+5.1pp | -12.16%+3.5pp | -7.85%-0.8pp |
| Employer contribution / active EE | $425 | $2,193-80.6% | $2,922-85.4% | $2,597-83.6% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $271 | $5,896-95.4% | $8,444-96.8% | $5,404-95.0% |