Filed September 4, 2019
Total covered: 5 employees
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Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,682 | $87,544-31.8% | $75,784-21.2% | $125,388-52.4% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $369 | $3,930-90.6% | $3,323-88.9% | $4,866-92.4% |
| Participant deferral / active EE | $1,500 | $4,229-64.5% | $3,652-58.9% | $5,352-72.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |