Filed July 2, 2021 (most recent of 2 filings on file)
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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 | $2,645 | $88,707-97.0% | $74,184-96.4% | $273,972-99.0% |
| Participation rate | 81.0% | 79.4%+1.5pp | 76.6%+4.3pp | 83.0%-2.1pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $912 | $3,159-71.1% | $2,370-61.5% | $4,869-81.3% |
| Participant deferral / active EE | $1,392 | $4,212-66.9% | $3,550-60.8% | $5,287-73.7% |
| Admin fee / account holder | $13 | $8,717-99.8% | $5,586-99.8% | $10,133-99.9% |