Filed August 17, 2021
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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,717 | $53,128-27.1% | $86,582-55.3% | $70,126-44.8% |
| Participation rate | 86.2% | 65.3%+20.9pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 10.23% | 27.66%-17.4pp | 965.08%-954.9pp | 73.15%-62.9pp |
| Employer contribution / active EE | $4,309 | $2,068+108.3% | $2,839+51.7% | $2,343+83.9% |
| Participant deferral / active EE | $1,077 | $2,695-60.0% | $3,609-70.1% | $3,332-67.7% |
| Admin fee / account holder | $14 | $3,584-99.6% | $4,904-99.7% | $4,645-99.7% |