Filed January 21, 2021
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,133 | $64,311-85.8% | $57,356-84.1% | $125,389-92.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.45% | 25.14%-23.7pp | 24.41%-23.0pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,768 | $3,193-44.6% | $2,689-34.2% | $4,866-63.7% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $11 | $5,243-99.8% | $3,357-99.7% | $9,541-99.9% |