Filed July 31, 2020
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,770 | $64,954-85.0% | $115,752-91.6% | $62,293-84.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 14.63% | 24.87%-10.2pp | 19.41%-4.8pp | 28.90%-14.3pp |
| Employer contribution / active EE | $714 | $2,344-69.5% | $3,492-79.5% | $2,042-65.0% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $414-100.0% | $6,278-100.0% | $479-100.0% |