Filed October 15, 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 | $31,920 | $153,769-79.2% | $133,975-76.2% | $273,972-88.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | 32.25% | 36.51%-4.3pp | 29.29%+3.0pp | 41.46%-9.2pp |
| Employer contribution / active EE | $10,947 | $6,029+81.6% | $5,211+110.1% | $4,869+124.8% |
| Participant deferral / active EE | $3,249 | $6,958-53.3% | $6,282-48.3% | $5,287-38.6% |
| Admin fee / account holder | $73 | $11,765-99.4% | $9,324-99.2% | $10,133-99.3% |