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 | $10,697 | $39,132-72.7% | $57,196-81.3% | $62,881-83.0% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 6.96% | 9.24%-2.3pp | 14.59%-7.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,789 | $1,874-4.5% | $2,683-33.3% | $2,281-21.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $65 | $2,594-97.5% | $3,141-97.9% | $4,296-98.5% |