Filed November 21, 2019
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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 | $15,481 | $86,940-82.2% | $102,434-84.9% | $80,935-80.9% |
| Participation rate | 92.9% | 72.4%+20.5pp | 76.5%+16.3pp | 67.7%+25.2pp |
| Annual return | 57.27% | 18.89%+38.4pp | 29.46%+27.8pp | 35.66%+21.6pp |
| Employer contribution / active EE | $3,511 | $2,370+48.1% | $3,023+16.1% | $2,757+27.3% |
| Participant deferral / active EE | $4,477 | $4,121+8.6% | $5,055-11.4% | $4,299+4.1% |
| Admin fee / account holder | $199 | $8,047-97.5% | $9,462-97.9% | $6,924-97.1% |