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 | $99,548 | $81,696+21.9% | $70,494+41.2% | $158,982-37.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.47% | 208.70%-187.2pp | 109.16%-87.7pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,868 | $4,558+160.4% | $3,711+219.8% | $5,983+98.3% |
| Admin fee / account holder | $242 | $6,200-96.1% | $3,848-93.7% | $11,252-97.8% |