Filed December 22, 2020
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $878 | $84,236-99.0% | $170,435-99.5% | $70,126-98.7% |
| Participation rate | 96.2% | 70.8%+25.4pp | 83.6%+12.6pp | 69.5%+26.7pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $824 | $3,387-75.7% | $5,432-84.8% | $2,343-64.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |