Filed August 15, 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 | $2,364 | $56,287-95.8% | $80,977-97.1% | $62,881-96.2% |
| Participation rate | 93.1% | 68.9%+24.2pp | 75.8%+17.3pp | 69.3%+23.8pp |
| Annual return | 0.00% | 22.13%-22.1pp | 17.11%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,148 | $4,196-48.8% | $5,696-62.3% | $3,203-32.9% |
| Admin fee / account holder | $13 | $3,742-99.7% | $5,517-99.8% | $4,296-99.7% |