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 | $73,518-5.7% | $63,003+10.1% | $147,585-53.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.41% | 175.46%-159.0pp | 87.59%-71.2pp | 578.56%-562.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $11,888 | $4,183+184.2% | $3,329+257.1% | $5,439+118.6% |
| Admin fee / account holder | $130 | $5,952-97.8% | $3,600-96.4% | $10,885-98.8% |