Filed January 13, 2021 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,647 | $64,311-1.0% | $57,356+11.0% | $125,389-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.31% | 25.14%-28.5pp | 24.41%-27.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,710 | $3,846+152.5% | $3,162+207.1% | $5,352+81.4% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |