Filed November 20, 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 | $14,404 | $157,276-90.8% | $141,177-89.8% | $152,885-90.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,987 | $5,262-5.2% | $4,736+5.3% | $4,763+4.7% |
| Participant deferral / active EE | $8,479 | $7,110+19.2% | $6,710+26.4% | $5,851+44.9% |
| Admin fee / account holder | $40 | $12,123-99.7% | $10,263-99.6% | $11,598-99.7% |