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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,348 | $73,546-5.7% | $63,018+10.0% | $147,586-53.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.41% | 175.56%-159.1pp | 87.62%-71.2pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,888 | $4,185+184.1% | $3,330+257.0% | $5,439+118.6% |
| Admin fee / account holder | $130 | $5,956-97.8% | $3,601-96.4% | $10,886-98.8% |